Semus Wealth Partners’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
Q1 | – | Sell |
-1,325
| Closed | -$226K | – | 139 |
|
|
2023
Q4 | $226K | Sell |
1,325
-212
| -14% | -$36.1K | 0.19% | 110 |
|
|
2023
Q3 | $239K | Buy |
1,537
+202
| +15% | +$31.4K | 0.22% | 98 |
|
|
2023
Q2 | $217K | Sell |
1,335
-41
| -3% | -$6.66K | 0.2% | 105 |
|
|
2023
Q1 | $212K | Buy |
1,376
+3
| +0.2% | +$462 | 0.23% | 105 |
|
|
2022
Q4 | $208K | Buy |
+1,373
| New | +$208K | 0.25% | 102 |
|