Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,146
| Closed | -$177K | – | 382 |
|
|
2021
Q2 | $177K | Buy |
+1,146
| New | +$177K | 0.07% | 85 |
|
|
2020
Q1 | – | Sell |
-929
| Closed | -$116K | – | 595 |
|
|
2019
Q4 | $116K | Hold |
929
| – | – | 0.05% | 97 |
|
|
2019
Q3 | $111K | Buy |
929
+389
| +72% | +$46.5K | 0.05% | 97 |
|
|
2019
Q2 | $62K | Buy |
+540
| New | +$62K | 0.03% | 122 |
|