Tiller Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,871
| Closed | -$319K | – | 48 |
|
|
2023
Q4 | $319K | Sell |
1,871
-176
| -9% | -$30K | 0.16% | 39 |
|
|
2023
Q3 | $318K | Hold |
2,047
| – | – | 0.17% | 36 |
|
|
2023
Q2 | $332K | Sell |
2,047
-79
| -4% | -$12.8K | 0.18% | 35 |
|
|
2023
Q1 | $328K | Sell |
2,126
-55
| -3% | -$8.47K | 0.18% | 33 |
|
|
2022
Q4 | $331K | Hold |
2,181
| – | – | 0.2% | 34 |
|
|
2022
Q3 | $295K | Buy |
2,181
+1
| +0% | +$135 | 0.19% | 40 |
|
|
2022
Q2 | $313K | Buy |
2,180
+20
| +0.9% | +$2.87K | 0.19% | 42 |
|
|
2022
Q1 | $350K | Buy |
+2,160
| New | +$350K | 0.2% | 36 |
|