Roosevelt Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $749K | Sell |
|
|||||
|
2022
Q2 | $796K | Sell |
|
|||||
|
2022
Q1 | $925K | Sell |
|
|||||
|
2021
Q4 | $980K | Sell |
|
|||||
|
2021
Q3 | $3.51M | Buy |
|
|||||
|
2021
Q2 | $3.52M | Buy |
|
|||||
|
2021
Q1 | $3.3M | Buy |
|
|||||
|
2020
Q4 | $2.91M | Buy |
|
|||||
|
2020
Q3 | $2.62M | Sell |
|
|||||
|
2020
Q2 | $2.4M | Buy |
|
|||||
|
2020
Q1 | $1.16M | Buy |
|