Seven Post Investment Office’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
2022
Q3
Sell
-5,686
Closed -$816K 51
2022
Q2
$816K Buy
+5,686
New +$816K 0.3% 23
2022
Q1
Sell
-1,192
Closed -$205K 51
2021
Q4
$205K Sell
1,192
-489
-29% -$84.1K 0.06% 48
2021
Q3
$258K Buy
+1,681
New +$258K 0.08% 42