Regency Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,464
| Closed | -$267K | – | 52 |
|
|
2024
Q2 | $267K | Buy |
+1,464
| New | +$267K | 0.17% | 43 |
|
|
2022
Q3 | – | Sell |
-452
| Closed | -$65K | – | 82 |
|
|
2022
Q2 | $65K | Hold |
452
| – | – | 0.07% | 52 |
|
|
2022
Q1 | $73K | Buy |
452
+12
| +3% | +$1.94K | 0.05% | 66 |
|
|
2021
Q4 | $76K | Sell |
440
-98
| -18% | -$16.9K | 0.05% | 70 |
|
|
2021
Q3 | $83K | Buy |
538
+219
| +69% | +$33.8K | 0.06% | 77 |
|
|
2021
Q2 | $49K | Buy |
+319
| New | +$49K | 0.04% | 82 |
|