SEEDPG
S.E.E.D. Planning Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,300
| Closed | -$349K | – | 91 |
|
|
2022
Q4 | $349K | Hold |
2,300
| – | – | 0.15% | 61 |
|
|
2022
Q3 | $311K | Hold |
2,300
| – | – | 0.15% | 61 |
|
|
2022
Q2 | $330K | Hold |
2,300
| – | – | 0.15% | 59 |
|
|
2022
Q1 | $373K | Hold |
2,300
| – | – | 0.16% | 59 |
|
|
2021
Q4 | $395K | Hold |
2,300
| – | – | 0.17% | 59 |
|
|
2021
Q3 | $353K | Buy |
2,300
+700
| +44% | +$107K | 0.17% | 58 |
|
|
2021
Q2 | $248K | Sell |
1,600
-2
| -0.1% | -$310 | 0.12% | 71 |
|
|
2021
Q1 | $236K | Buy |
1,602
+2
| +0.1% | +$295 | 0.13% | 70 |
|
|
2020
Q4 | $226K | Buy |
+1,600
| New | +$226K | 0.14% | 64 |
|