Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $67K | Buy |
494
+3
| +0.6% | +$407 | 0.02% | 176 |
|
|
2022
Q2 | $70K | Sell |
491
-76
| -13% | -$10.8K | 0.02% | 186 |
|
|
2022
Q1 | $92K | Buy |
567
+80
| +16% | +$13K | 0.02% | 161 |
|
|
2021
Q4 | $84K | Buy |
+487
| New | +$84K | 0.02% | 156 |
|
|
2020
Q2 | – | Sell |
-2,314
| Closed | -$239K | – | 102 |
|
|
2020
Q1 | $239K | Sell |
2,314
-548
| -19% | -$56.6K | 0.13% | 92 |
|
|
2019
Q4 | $357K | Sell |
2,862
-429
| -13% | -$53.5K | 0.15% | 112 |
|
|
2019
Q3 | $394K | Sell |
3,291
-396
| -11% | -$47.4K | 0.19% | 106 |
|
|
2019
Q2 | $425K | Sell |
3,687
-722
| -16% | -$83.2K | 0.22% | 107 |
|
|
2019
Q1 | $483K | Sell |
4,409
-324
| -7% | -$35.5K | 0.3% | 94 |
|
|
2018
Q4 | $464K | Buy |
+4,733
| New | +$464K | 0.37% | 57 |
|