WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,676
| Closed | -$671K | – | 307 |
|
|
2024
Q2 | $671K | Buy |
+3,676
| New | +$671K | 0.07% | 176 |
|
|
2023
Q3 | – | Sell |
-278
| Closed | -$45.2K | – | 1145 |
|
|
2023
Q2 | $45.2K | Buy |
278
+103
| +59% | +$16.7K | 0.01% | 528 |
|
|
2023
Q1 | $27K | Buy |
+175
| New | +$27K | ﹤0.01% | 668 |
|
|
2017
Q2 | – | Sell |
-329
| Closed | -$29.4K | – | 417 |
|
|
2017
Q1 | $29.4K | Buy |
+329
| New | +$29.4K | 0.1% | 149 |
|
|
2016
Q3 | $27.3K | Hold |
329
| – | – | 0.01% | 425 |
|
|
2016
Q2 | $27.4K | Buy |
+329
| New | +$27.4K | ﹤0.01% | 1218 |
|