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 | $6.56M | Sell |
42,200
-1,113
| -3% | -$173K | 2.94% | 10 |
|
|
2023
Q2 | $7.03M | Sell |
43,313
-4,895
| -10% | -$794K | 3% | 10 |
|
|
2023
Q1 | $7.47M | Buy |
48,208
+957
| +2% | +$148K | 3.55% | 9 |
|
|
2022
Q4 | $7.18M | Sell |
47,251
-9,947
| -17% | -$1.51M | 3.81% | 9 |
|
|
2022
Q3 | $7.73M | Buy |
57,198
+272
| +0.5% | +$36.8K | 3.94% | 8 |
|
|
2022
Q2 | $8.17M | Buy |
56,926
+1,484
| +3% | +$213K | 3.96% | 8 |
|
|
2022
Q1 | $8.99M | Buy |
55,442
+1,131
| +2% | +$183K | 3.25% | 10 |
|
|
2021
Q4 | $9.33M | Sell |
54,311
-1,345
| -2% | -$231K | 3.24% | 10 |
|
|
2021
Q3 | $8.56M | Sell |
55,656
-544
| -1% | -$83.6K | 3.34% | 9 |
|
|
2021
Q2 | $8.91M | Buy |
56,200
+1,297
| +2% | +$206K | 3.24% | 10 |
|
|
2021
Q1 | $8.34M | Buy |
54,903
+2,302
| +4% | +$350K | 3.32% | 9 |
|
|
2020
Q4 | $7.43M | Buy |
52,601
+6,574
| +14% | +$928K | 3.27% | 8 |
|
|
2020
Q3 | $6.08M | Buy |
46,027
+3,192
| +7% | +$422K | 2.84% | 9 |
|
|
2020
Q2 | $5.1M | Buy |
42,835
+5,570
| +15% | +$664K | 2.71% | 10 |
|
|
2020
Q1 | $4.15M | Buy |
37,265
+24,863
| +200% | +$2.77M | 2.74% | 11 |
|
|
2019
Q4 | $1.62M | Buy |
+12,402
| New | +$1.62M | 0.92% | 20 |
|