Reilly Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $200K | Hold |
|
|||||
|
2021
Q3 | $179K | Hold |
|
|||||
|
2021
Q2 | $180K | Sell |
|
|||||
|
2021
Q1 | $237K | Buy |
|
|||||
|
2020
Q4 | $132K | Buy |
|
|||||
|
2020
Q3 | $110K | Hold |
|
|||||
|
2020
Q2 | $100K | Sell |
|
|||||
|
2020
Q1 | $133K | Sell |
|
|||||
|
2019
Q4 | $165K | Sell |
|
|||||
|
2019
Q3 | $167K | Buy |
|
|||||
|
2019
Q2 | $61K | Hold |
|
|||||
|
2019
Q1 | $58K | Sell |
|
|||||
|
2018
Q4 | $72K | Hold |
|
|||||
|
2018
Q3 | $81K | Hold |
|
|||||
|
2018
Q2 | $74K | Hold |
|
|||||
|
2018
Q1 | $74K | Sell |
|
|||||
|
2017
Q4 | $78K | Hold |
|
|||||
|
2017
Q3 | $73K | Sell |
|
|||||
|
2017
Q2 | $75K | Sell |
|
|||||
|
2017
Q1 | $98K | Hold |
|
|||||
|
2016
Q4 | $93K | Hold |
|
|||||
|
2016
Q3 | $92K | Hold |
|
|||||
|
2016
Q2 | $91K | Sell |
|
|||||
|
2016
Q1 | $151K | Hold |
|
|||||
|
2015
Q4 | $144K | Buy |
|
|||||
|
2015
Q3 | $91K | Hold |
|
|||||
|
2015
Q2 | $97K | Buy |
|
|||||
|
2015
Q1 | $92K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $82K | Buy |
|
|||||
|
2013
Q4 | $75K | Buy |
|
|||||
|
2013
Q3 | $13K | Buy |
|