Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-807
| Closed | -$83K | – | 724 |
|
|
2020
Q1 | $83K | Buy |
807
+63
| +8% | +$6.48K | 0.05% | 303 |
|
|
2019
Q4 | $92K | Buy |
+744
| New | +$92K | 0.05% | 345 |
|
|
2019
Q3 | – | Sell |
-1,091
| Closed | -$126K | – | 699 |
|
|
2019
Q2 | $126K | Sell |
1,091
-2,040
| -65% | -$236K | 0.08% | 236 |
|
|
2019
Q1 | $343K | Sell |
3,131
-1
| -0% | -$110 | 0.25% | 90 |
|
|
2018
Q4 | $307K | Buy |
3,132
+68
| +2% | +$6.67K | 0.3% | 87 |
|
|
2018
Q3 | $339K | Sell |
3,064
-148
| -5% | -$16.4K | 0.31% | 84 |
|
|
2018
Q2 | $326K | Buy |
3,212
+1
| +0% | +$101 | 0.29% | 93 |
|
|
2018
Q1 | $324K | Hold |
3,211
| – | – | 0.41% | 81 |
|
|
2017
Q4 | $348K | Buy |
+3,211
| New | +$348K | 0.42% | 86 |
|