Transparent Wealth Partners’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
Q1 | $35.6M | Buy |
231,183
+2,476
| +1% | +$381K | 26.02% | 1 |
|
|
2022
Q4 | $34.7M | Buy |
228,707
+2,428
| +1% | +$369K | 27.17% | 1 |
|
|
2022
Q3 | $30.6M | Buy |
226,279
+2,347
| +1% | +$317K | 25.76% | 1 |
|
|
2022
Q2 | $32.1M | Buy |
+223,932
| New | +$32.1M | 28.37% | 1 |
|
|
2022
Q1 | – | Sell |
-198,831
| Closed | -$34.1M | – | 57 |
|
|
2021
Q4 | $34.1M | Buy |
+198,831
| New | +$34.1M | 25.65% | 1 |
|