VWM
Vector Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $407K | Hold |
4,775
| – | – | 0.29% | 48 |
|
|
2016
Q3 | $401K | Hold |
4,775
| – | – | 0.27% | 48 |
|
|
2016
Q2 | $398K | Buy |
4,775
+573
| +14% | +$47.8K | 0.27% | 49 |
|
|
2016
Q1 | $341K | Sell |
4,202
-1,187
| -22% | -$96.3K | 0.25% | 50 |
|
|
2015
Q4 | $419K | Hold |
5,389
| – | – | 0.33% | 37 |
|
|
2015
Q3 | $425K | Sell |
5,389
-640
| -11% | -$50.5K | 0.33% | 38 |
|
|
2015
Q2 | $474K | Buy |
6,029
+894
| +17% | +$70.3K | 0.37% | 33 |
|
|
2015
Q1 | $413K | Hold |
5,135
| – | – | 0.34% | 31 |
|
|
2014
Q4 | $417K | Buy |
+5,135
| New | +$417K | 0.31% | 32 |
|