Wealth & Pension Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $4.54M | Buy |
37,953
+944
| +3% | +$113K | 3.29% | 6 |
|
|
2019
Q2 | $4.26M | Buy |
37,009
+501
| +1% | +$57.7K | 3.1% | 8 |
|
|
2019
Q1 | $4M | Sell |
36,508
-12
| -0% | -$1.32K | 3.12% | 7 |
|
|
2018
Q4 | $3.58M | Sell |
36,520
-12,843
| -26% | -$1.26M | 3.22% | 6 |
|
|
2018
Q3 | $5.46M | Buy |
49,363
+234
| +0.5% | +$25.9K | 5.49% | 4 |
|
|
2018
Q2 | $4.99M | Buy |
+49,129
| New | +$4.99M | 6.33% | 5 |
|