Soundmark Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,525
| Closed | -$231K | – | 61 |
|
|
2022
Q4 | $231K | Buy |
1,525
+2
| +0.1% | +$304 | 0.15% | 53 |
|
|
2022
Q3 | $206K | Hold |
1,523
| – | – | 0.14% | 55 |
|
|
2022
Q2 | $219K | Sell |
1,523
-2,169
| -59% | -$312K | 0.16% | 54 |
|
|
2022
Q1 | $599K | Buy |
3,692
+87
| +2% | +$14.1K | 0.42% | 37 |
|
|
2021
Q4 | $619K | Buy |
3,605
+30
| +0.8% | +$5.15K | 0.42% | 37 |
|
|
2021
Q3 | $549K | Sell |
3,575
-9
| -0.3% | -$1.38K | 0.2% | 45 |
|
|
2021
Q2 | $553K | Buy |
3,584
+414
| +13% | +$63.9K | 0.23% | 40 |
|
|
2021
Q1 | $466K | Buy |
+3,170
| New | +$466K | 0.26% | 41 |
|