Ten Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $288K | Hold |
1,769
| – | – | 0.08% | 104 |
|
|
2023
Q1 | $272K | Buy |
1,769
+935
| +112% | +$144K | 0.09% | 86 |
|
|
2022
Q4 | $127K | Hold |
834
| – | – | 0.05% | 116 |
|
|
2022
Q3 | $113K | Buy |
834
+444
| +114% | +$60.2K | 0.05% | 116 |
|
|
2022
Q2 | $56K | Buy |
390
+210
| +117% | +$30.2K | 0.02% | 146 |
|
|
2022
Q1 | $29K | Hold |
180
| – | – | 0.01% | 178 |
|
|
2021
Q4 | $31K | Hold |
180
| – | – | 0.01% | 179 |
|
|
2021
Q3 | $28K | Hold |
180
| – | – | 0.01% | 178 |
|
|
2021
Q2 | $28K | Sell |
180
-10
| -5% | -$1.56K | 0.01% | 219 |
|
|
2021
Q1 | $27K | Hold |
190
| – | – | 0.01% | 207 |
|
|
2020
Q4 | $27K | Buy |
+190
| New | +$27K | 0.01% | 203 |
|