River Wealth Advisors’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
Q1 | – | Sell |
-1,561
| Closed | -$266K | – | 219 |
|
|
2023
Q4 | $266K | Buy |
+1,561
| New | +$266K | 0.04% | 181 |
|
|
2019
Q1 | – | Sell |
-193
| Closed | -$19K | – | 486 |
|
|
2018
Q4 | $19K | Hold |
193
| – | – | 0.01% | 348 |
|
|
2018
Q3 | $21K | Hold |
193
| – | – | 0.01% | 372 |
|
|
2018
Q2 | $20K | Buy |
+193
| New | +$20K | 0.01% | 361 |
|