PSI
Pinnacle Summer Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-101,586
| Closed | -$8.18M | – | 955 |
|
|
2015
Q1 | $8.18M | Sell |
101,586
-1,312
| -1% | -$106K | 1.13% | 11 |
|
|
2014
Q4 | $8.07M | Buy |
102,898
+46,090
| +81% | +$3.61M | 0.99% | 18 |
|
|
2014
Q3 | $4.37M | Buy |
56,808
+21,357
| +60% | +$1.64M | 0.48% | 24 |
|
|
2014
Q2 | $2.76M | Buy |
+35,451
| New | +$2.76M | 0.32% | 40 |
|