Total Clarity Wealth Management’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
Q3 | – | Sell |
-388
| Closed | -$56K | – | 953 |
|
|
2022
Q2 | $56K | Buy |
+388
| New | +$56K | 0.03% | 397 |
|
|
2022
Q1 | – | Sell |
-305
| Closed | -$52K | – | 892 |
|
|
2021
Q4 | $52K | Hold |
305
| – | – | 0.02% | 396 |
|
|
2021
Q3 | $47K | Buy |
+305
| New | +$47K | 0.02% | 420 |
|
|
2021
Q2 | – | Sell |
-305
| Closed | -$45K | – | 725 |
|
|
2021
Q1 | $45K | Buy |
+305
| New | +$45K | 0.03% | 359 |
|
|
2020
Q2 | – | Sell |
-2,169
| Closed | -$224K | – | 130 |
|
|
2020
Q1 | $224K | Sell |
2,169
-1,167
| -35% | -$121K | 0.35% | 87 |
|
|
2019
Q4 | $416K | Buy |
+3,336
| New | +$416K | 0.31% | 72 |
|