Soundmark Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$231K Buy
2022
Q3
$206K Hold
2022
Q2
$219K Sell
2022
Q1
$599K Buy
2021
Q4
$619K Buy
2021
Q3
$549K Sell
2021
Q2
$553K Buy
2021
Q1
$466K Buy