RKL Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,056
| Closed | -$201K | – | 130 |
|
|
2018
Q4 | $201K | Sell |
2,056
-104
| -5% | -$10.2K | 0.05% | 124 |
|
|
2018
Q3 | $239K | Hold |
2,160
| – | – | 0.05% | 123 |
|
|
2018
Q2 | $220K | Sell |
2,160
-164
| -7% | -$16.7K | 0.05% | 125 |
|
|
2018
Q1 | $234K | Buy |
2,324
+205
| +10% | +$20.6K | 0.06% | 127 |
|
|
2017
Q4 | $217K | Buy |
+2,119
| New | +$217K | 0.05% | 132 |
|
|
2014
Q4 | – | Sell |
-2,610
| Closed | -$201K | – | 60 |
|
|
2014
Q3 | $201K | Buy |
+2,610
| New | +$201K | 0.14% | 60 |
|