SWMG LLC’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
Q4 | – | Sell |
-5,170
| Closed | -$699K | – | 89 |
|
|
2022
Q3 | $699K | Buy |
+5,170
| New | +$699K | 0.46% | 34 |
|
|
2022
Q1 | $627K | Buy |
3,865
+1,046
| +37% | +$170K | 0.34% | 40 |
|
|
2021
Q4 | $484K | Sell |
2,819
-271
| -9% | -$46.5K | 0.26% | 52 |
|
|
2021
Q3 | $475K | Buy |
+3,090
| New | +$475K | 0.28% | 50 |
|