V 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
Q3 | – | Sell |
-19,372
| Closed | -$3.15M | – | 359 |
|
|
2023
Q2 | $3.15M | Sell |
19,372
-160
| -0.8% | -$26K | 0.52% | 35 |
|
|
2023
Q1 | $3.01M | Buy |
19,532
+827
| +4% | +$127K | 0.56% | 33 |
|
|
2022
Q4 | $2.84M | Buy |
18,705
+204
| +1% | +$31K | 0.59% | 30 |
|
|
2022
Q3 | $2.5M | Sell |
18,501
-377
| -2% | -$50.9K | 0.5% | 37 |
|
|
2022
Q2 | $2.71M | Sell |
18,878
-38
| -0.2% | -$5.45K | 0.51% | 33 |
|
|
2022
Q1 | $3.07M | Sell |
18,916
-6,337
| -25% | -$1.03M | 0.49% | 34 |
|
|
2021
Q4 | $4.34M | Buy |
25,253
+401
| +2% | +$68.9K | 0.64% | 25 |
|
|
2021
Q3 | $3.82M | Buy |
24,852
+2,819
| +13% | +$433K | 0.59% | 26 |
|
|
2021
Q2 | $3.41M | Buy |
22,033
+3,703
| +20% | +$572K | 0.54% | 30 |
|
|
2021
Q1 | $2.7M | Buy |
18,330
+5,073
| +38% | +$746K | 0.5% | 36 |
|
|
2020
Q4 | $1.87M | Buy |
+13,257
| New | +$1.87M | 0.39% | 57 |
|
|
2020
Q3 | – | Sell |
-17,872
| Closed | -$2.09M | – | 339 |
|
|
2020
Q2 | $2.09M | Sell |
17,872
-2,744
| -13% | -$322K | 0.54% | 31 |
|
|
2020
Q1 | $2.13M | Buy |
20,616
+682
| +3% | +$70.5K | 0.67% | 26 |
|
|
2019
Q4 | $2.38M | Hold |
19,934
| – | – | 0.85% | 19 |
|
|
2019
Q3 | $2.38M | Buy |
19,934
+5,742
| +40% | +$687K | 0.85% | 19 |
|
|
2019
Q2 | $1.63M | Sell |
14,192
-208
| -1% | -$23.9K | 0.62% | 41 |
|
|
2019
Q1 | $1.62M | Buy |
14,400
+1,307
| +10% | +$147K | 0.66% | 41 |
|
|
2018
Q4 | $1.3M | Buy |
13,093
+594
| +5% | +$59.1K | 0.66% | 43 |
|
|
2018
Q3 | $1.38M | Buy |
12,499
+1,854
| +17% | +$205K | 0.64% | 48 |
|
|
2018
Q2 | $1.1M | Buy |
10,645
+818
| +8% | +$84.8K | 0.62% | 46 |
|
|
2018
Q1 | $967K | Sell |
9,827
-1,869
| -16% | -$184K | 0.52% | 56 |
|
|
2017
Q4 | $1.23M | Buy |
11,696
+1,049
| +10% | +$110K | 0.62% | 47 |
|
|
2017
Q3 | $1.01M | Buy |
10,647
+183
| +2% | +$17.3K | 0.51% | 52 |
|
|
2017
Q2 | $975K | Buy |
10,464
+704
| +7% | +$65.6K | 0.46% | 59 |
|
|
2017
Q1 | $876K | Sell |
9,760
-27
| -0.3% | -$2.42K | 0.54% | 57 |
|
|
2016
Q4 | $839K | Sell |
9,787
-50
| -0.5% | -$4.29K | 0.61% | 58 |
|
|
2016
Q3 | $824K | Buy |
9,837
+1,683
| +21% | +$141K | 0.67% | 50 |
|
|
2016
Q2 | $676K | Buy |
8,154
+470
| +6% | +$39K | 0.55% | 62 |
|
|
2016
Q1 | $625K | Buy |
+7,684
| New | +$625K | 0.5% | 62 |
|