Peak Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,944
| Closed | -$398K | – | 141 |
|
|
2022
Q3 | $398K | Hold |
2,944
| – | – | 0.11% | 97 |
|
|
2022
Q2 | $422K | Sell |
2,944
-250
| -8% | -$35.8K | 0.12% | 95 |
|
|
2022
Q1 | $518K | Sell |
3,194
-46
| -1% | -$7.46K | 0.12% | 89 |
|
|
2021
Q4 | $556K | Hold |
3,240
| – | – | 0.13% | 92 |
|
|
2021
Q3 | $498K | Hold |
3,240
| – | – | 0.12% | 93 |
|
|
2021
Q2 | $502K | Hold |
3,240
| – | – | 0.12% | 94 |
|
|
2021
Q1 | $477K | Sell |
3,240
-1,024
| -24% | -$151K | 0.12% | 104 |
|
|
2020
Q4 | $602K | Hold |
4,264
| – | – | 0.16% | 83 |
|
|
2020
Q3 | $549K | Buy |
+4,264
| New | +$549K | 0.16% | 78 |
|