Strategic Family Wealth Counselors’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 |
-1,099
| Closed | -$218K | – | 146 |
|
|
2024
Q3 | $218K | Hold |
1,099
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $201K | Sell |
1,099
-254
| -19% | -$46.4K | 0.08% | 120 |
|
|
2024
Q1 | $247K | Buy |
+1,353
| New | +$247K | 0.1% | 103 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$206K | – | 109 |
|
|
2021
Q4 | $206K | Buy |
+1,200
| New | +$206K | 0.07% | 100 |
|