Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $495K | Hold |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $790K | Buy |
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|
2023
Q2 | $824K | Buy |
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|
2023
Q1 | $581K | Sell |
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|
2022
Q4 | $573K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $585K | Hold |
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|
2022
Q1 | $661K | Hold |
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|
2021
Q4 | $700K | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.24K | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.12M | Hold |
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|
2020
Q1 | $986K | Sell |
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|
2019
Q4 | $1.2M | Buy |
|