Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,260
| Closed | -$1.83M | – | 607 |
|
|
2024
Q3 | $1.83M | Buy |
9,260
+1
| +0% | +$198 | 0.26% | 75 |
|
|
2024
Q2 | $1.69M | Buy |
9,259
+1
| +0% | +$183 | 0.26% | 72 |
|
|
2024
Q1 | $1.69M | Buy |
9,258
+2
| +0% | +$365 | 0.26% | 76 |
|
|
2023
Q4 | $1.58M | Buy |
9,256
+3
| +0% | +$511 | 0.27% | 69 |
|
|
2023
Q3 | $1.44M | Buy |
9,253
+502
| +6% | +$78K | 0.28% | 72 |
|
|
2023
Q2 | $1.42M | Buy |
8,751
+800
| +10% | +$130K | 0.29% | 72 |
|
|
2023
Q1 | $1.22M | Buy |
7,951
+2
| +0% | +$308 | 0.25% | 74 |
|
|
2022
Q4 | $1.21M | Sell |
7,949
-1,233
| -13% | -$187K | 0.26% | 71 |
|
|
2022
Q3 | $1.24M | Buy |
9,182
+2,040
| +29% | +$276K | 0.31% | 60 |
|
|
2022
Q2 | $1.03M | Sell |
7,142
-198
| -3% | -$28.4K | 0.24% | 73 |
|
|
2022
Q1 | $1.19M | Buy |
7,340
+949
| +15% | +$154K | 0.23% | 86 |
|
|
2021
Q4 | $1.1M | Buy |
6,391
+602
| +10% | +$103K | 0.21% | 103 |
|
|
2021
Q3 | $889K | Buy |
5,789
+499
| +9% | +$76.6K | 0.18% | 115 |
|
|
2021
Q2 | $819K | Buy |
5,290
+1,892
| +56% | +$293K | 0.17% | 121 |
|
|
2021
Q1 | $500K | Buy |
3,398
+4
| +0.1% | +$589 | 0.11% | 175 |
|
|
2020
Q4 | $479K | Buy |
+3,394
| New | +$479K | 0.12% | 168 |
|