Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.96M | Buy |
46,314
+2,048
| +5% | +$264K | 0.21% | 59 |
|
|
2020
Q2 | $5.19M | Sell |
44,266
-947
| -2% | -$111K | 0.37% | 44 |
|
|
2020
Q1 | $4.68M | Sell |
45,213
-3,056
| -6% | -$316K | 0.41% | 44 |
|
|
2019
Q4 | $6.02M | Sell |
48,269
-4,682
| -9% | -$584K | 0.4% | 41 |
|
|
2019
Q3 | $6.33M | Sell |
52,951
-6,042
| -10% | -$723K | 0.46% | 38 |
|
|
2019
Q2 | $6.79M | Sell |
58,993
-252
| -0.4% | -$29K | 0.51% | 37 |
|
|
2019
Q1 | $6.5M | Sell |
59,245
-1,506
| -2% | -$165K | 0.49% | 38 |
|
|
2018
Q4 | $5.95M | Sell |
60,751
-586
| -1% | -$57.4K | 0.53% | 36 |
|
|
2018
Q3 | $6.79M | Buy |
61,337
+187
| +0.3% | +$20.7K | 0.56% | 30 |
|
|
2018
Q2 | $6.21M | Buy |
61,150
+2,244
| +4% | +$228K | 0.56% | 32 |
|
|
2018
Q1 | $5.95M | Sell |
58,906
-5,009
| -8% | -$506K | 0.56% | 34 |
|
|
2017
Q4 | $6.52M | Buy |
63,915
+11,095
| +21% | +$1.13M | 0.63% | 28 |
|
|
2017
Q3 | $5.01M | Buy |
52,820
+24
| +0% | +$2.28K | 0.55% | 31 |
|
|
2017
Q2 | $4.89M | Buy |
52,796
+5,171
| +11% | +$479K | 0.58% | 30 |
|
|
2017
Q1 | $4.28M | Sell |
47,625
-7,900
| -14% | -$710K | 0.61% | 27 |
|
|
2016
Q4 | $4.73M | Sell |
55,525
-3,773
| -6% | -$321K | 0.71% | 25 |
|
|
2016
Q3 | $4.98M | Sell |
59,298
-499
| -0.8% | -$41.9K | 0.78% | 22 |
|
|
2016
Q2 | $4.98M | Sell |
59,797
-46
| -0.1% | -$3.83K | 0.83% | 20 |
|
|
2016
Q1 | $4.86M | Buy |
59,843
+484
| +0.8% | +$39.3K | 0.86% | 19 |
|
|
2015
Q4 | $4.62M | Buy |
+59,359
| New | +$4.62M | 0.86% | 18 |
|