WealthSource Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.46M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $2.28M | Sell |
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|
2022
Q3 | $2.39M | Sell |
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|
2022
Q2 | $2.7M | Buy |
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|
2022
Q1 | $2.11M | Sell |
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|
2021
Q4 | $2.41M | Sell |
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|
2021
Q3 | $2.22M | Sell |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $2.27M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $340K | Hold |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $416K | Buy |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $265K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $212K | Sell |
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|
2017
Q3 | $240K | Buy |
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|
2017
Q2 | $234K | Buy |
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|
2017
Q1 | $221K | Sell |
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|
2016
Q4 | $314K | Sell |
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|
2016
Q3 | $758K | Sell |
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|
2016
Q2 | $947K | Buy |
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