Sensible Financial Planning & Management’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
Q4 | – | Sell |
-1,461
| Closed | -$289K | – | 47 |
|
|
2024
Q3 | $289K | Buy |
+1,461
| New | +$289K | 0.06% | 46 |
|
|
2022
Q4 | – | Sell |
-1,693
| Closed | -$229K | – | 44 |
|
|
2022
Q3 | $229K | Sell |
1,693
-600
| -26% | -$81.2K | 0.06% | 41 |
|
|
2022
Q2 | $329K | Buy |
+2,293
| New | +$329K | 0.08% | 43 |
|
|
2016
Q4 | – | Sell |
-177
| Closed | -$15K | – | 68 |
|
|
2016
Q3 | $15K | Hold |
177
| – | – | 0.01% | 50 |
|
|
2016
Q2 | $15K | Hold |
177
| – | – | 0.01% | 53 |
|
|
2016
Q1 | $14K | Sell |
177
-238
| -57% | -$18.8K | 0.01% | 50 |
|
|
2015
Q4 | $32K | Hold |
415
| – | – | 0.02% | 47 |
|
|
2015
Q3 | $31K | Hold |
415
| – | – | 0.02% | 49 |
|
|
2015
Q2 | $33K | Buy |
+415
| New | +$33K | 0.03% | 45 |
|