TA
Tiedemann Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $367K | Buy |
2,350
+6
| +0.3% | +$937 | 0.02% | 197 |
|
|
2023
Q2 | $383K | Hold |
2,344
| – | – | 0.02% | 183 |
|
|
2023
Q1 | $361K | Buy |
2,344
+6
| +0.3% | +$924 | 0.02% | 189 |
|
|
2022
Q4 | $355K | Buy |
2,338
+8
| +0.3% | +$1.22K | 0.02% | 182 |
|
|
2022
Q3 | $315K | Sell |
2,330
-3,140
| -57% | -$425K | 0.02% | 185 |
|
|
2022
Q2 | $785K | Buy |
5,470
+2,563
| +88% | +$368K | 0.06% | 128 |
|
|
2022
Q1 | $471K | Sell |
2,907
-1,006
| -26% | -$163K | 0.02% | 193 |
|
|
2021
Q4 | $673K | Buy |
3,913
+9
| +0.2% | +$1.55K | 0.03% | 166 |
|
|
2021
Q3 | $599K | Sell |
3,904
-104
| -3% | -$16K | 0.03% | 176 |
|
|
2021
Q2 | $621K | Buy |
4,008
+958
| +31% | +$148K | 0.02% | 214 |
|
|
2021
Q1 | $449K | Sell |
3,050
-299
| -9% | -$44K | 0.02% | 222 |
|
|
2020
Q4 | $473K | Sell |
3,349
-5,250
| -61% | -$741K | 0.02% | 208 |
|
|
2020
Q3 | $1.11M | Sell |
8,599
-156
| -2% | -$20.2K | 0.05% | 164 |
|
|
2020
Q2 | $1.03M | Sell |
8,755
-3,278
| -27% | -$386K | 0.05% | 161 |
|
|
2020
Q1 | $1.24M | Buy |
12,033
+960
| +9% | +$99.2K | 0.08% | 138 |
|
|
2019
Q4 | $1.38M | Buy |
11,073
+1,321
| +14% | +$165K | 0.07% | 138 |
|
|
2019
Q3 | $1.17M | Buy |
9,752
+4,771
| +96% | +$571K | 0.06% | 161 |
|
|
2019
Q2 | $574K | Sell |
4,981
-3,198
| -39% | -$369K | 0.03% | 190 |
|
|
2019
Q1 | $900K | Buy |
8,179
+42
| +0.5% | +$4.62K | 0.04% | 227 |
|
|
2018
Q4 | $796K | Buy |
8,137
+2,952
| +57% | +$289K | 0.04% | 233 |
|
|
2018
Q3 | $576K | Hold |
5,185
| – | – | 0.03% | 219 |
|
|
2018
Q2 | $530K | Buy |
5,185
+455
| +10% | +$46.5K | 0.03% | 218 |
|
|
2018
Q1 | $478K | Buy |
4,730
+556
| +13% | +$56.2K | 0.03% | 200 |
|
|
2017
Q4 | $425K | Buy |
+4,174
| New | +$425K | 0.03% | 166 |
|