Sage Investment Advisers’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
Q3 | $1.82M | Buy |
9,210
+114
| +1% | +$22.6K | 1.91% | 18 |
|
|
2024
Q2 | $1.66M | Buy |
9,096
+1,135
| +14% | +$207K | 1.88% | 18 |
|
|
2024
Q1 | $1.45M | Buy |
7,961
+246
| +3% | +$44.9K | 1.67% | 21 |
|
|
2023
Q4 | $1.31M | Sell |
7,715
-1,736
| -18% | -$296K | 1.59% | 24 |
|
|
2023
Q3 | $1.47M | Buy |
9,451
+459
| +5% | +$71.3K | 2.01% | 19 |
|
|
2023
Q2 | $1.46M | Sell |
8,992
-205
| -2% | -$33.3K | 1.95% | 23 |
|
|
2023
Q1 | $1.42M | Buy |
9,197
+483
| +6% | +$74.4K | 1.89% | 22 |
|
|
2022
Q4 | $1.32M | Sell |
8,714
-52
| -0.6% | -$7.9K | 1.89% | 22 |
|
|
2022
Q3 | $1.19M | Buy |
8,766
+2,711
| +45% | +$366K | 1.87% | 20 |
|
|
2022
Q2 | $869K | Sell |
6,055
-130
| -2% | -$18.7K | 1.36% | 28 |
|
|
2022
Q1 | $1M | Buy |
6,185
+831
| +16% | +$135K | 1.33% | 26 |
|
|
2021
Q4 | $919K | Buy |
+5,354
| New | +$919K | 1.18% | 29 |
|