SBA
Secrest Blakey & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-38,993
| Closed | -$4.66M | – | 118 |
|
|
2019
Q3 | $4.66M | Buy |
38,993
+685
| +2% | +$81.9K | 3.86% | 4 |
|
|
2019
Q2 | $4.41M | Buy |
+38,308
| New | +$4.41M | 3.84% | 5 |
|
|
2019
Q1 | – | Sell |
-50,356
| Closed | -$4.93M | – | 125 |
|
|
2018
Q4 | $4.93M | Sell |
50,356
-2,406
| -5% | -$236K | 4.13% | 4 |
|
|
2018
Q3 | $5.86M | Sell |
52,762
-643
| -1% | -$71.5K | 4.52% | 4 |
|
|
2018
Q2 | $5.45M | Sell |
53,405
-113
| -0.2% | -$11.5K | 4.29% | 5 |
|
|
2018
Q1 | $5.41M | Sell |
53,518
-4,711
| -8% | -$476K | 4.62% | 4 |
|
|
2017
Q4 | $5.94M | Buy |
+58,229
| New | +$5.94M | 4.81% | 3 |
|