SVB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.72M | Buy |
16,765
+11,645
| +227% | +$1.89M | 1.69% | 13 |
|
|
2021
Q4 | $880K | Buy |
5,120
+2,125
| +71% | +$365K | 0.59% | 25 |
|
|
2021
Q3 | $460K | Buy |
2,995
+945
| +46% | +$145K | 0.31% | 32 |
|
|
2021
Q2 | $317K | Hold |
2,050
| – | – | 0.21% | 32 |
|
|
2021
Q1 | $301K | Sell |
2,050
-443
| -18% | -$65K | 0.24% | 32 |
|
|
2020
Q4 | $352K | Buy |
2,493
+112
| +5% | +$15.8K | 0.27% | 30 |
|
|
2020
Q3 | $306K | Buy |
2,381
+333
| +16% | +$42.8K | 0.26% | 33 |
|
|
2020
Q2 | $240K | Sell |
2,048
-793
| -28% | -$92.9K | 0.22% | 32 |
|
|
2020
Q1 | $294K | Sell |
2,841
-23
| -0.8% | -$2.38K | 0.25% | 31 |
|
|
2019
Q4 | $357K | Buy |
+2,864
| New | +$357K | 0.34% | 30 |
|