Schwarz Dygos Wheeler Investment 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
2020
Q1
Sell
-1,770
Closed -$221K 85
2019
Q4
$221K Hold
1,770
0.15% 79
2019
Q3
$212K Hold
1,770
0.17% 75
2019
Q2
$204K Buy
+1,770
New +$204K 0.17% 75