Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-7,691	Closed	-$1.13M	–	317
2021 Q1	$1.13M	Buy	7,691 +400	+5%	+$56.9K	0.11%	157
2020 Q4	$1.03M	Hold	7,291	–	–	0.1%	165
2020 Q3	$938K	Hold	7,291	–	–	0.1%	156
2020 Q2	$854K	Hold	7,291	–	–	0.1%	156
2020 Q1	$754K	Sell	7,291 -500	-6%	-$59.7K	0.11%	148
2019 Q4	$971K	Sell	7,791 -1,700	-18%	-$206K	0.11%	156
2019 Q3	$1.14M	Hold	9,491	–	–	0.15%	126
2019 Q2	$1.09M	Hold	9,491	–	–	0.14%	137
2019 Q1	$1.04M	Hold	9,491	–	–	0.14%	140
2018 Q4	$971K	Buy	9,491 +105	+1%	+$10.9K	0.14%	139
2018 Q3	$1.04M	Sell	9,386 -105	-1%	-$11.3K	0.13%	149
2018 Q2	$964K	Sell	9,491 -195	-2%	-$19.9K	0.13%	154
2018 Q1	$979K	Hold	9,686	–	–	0.12%	155
2017 Q4	$988K	Buy	+9,686	New	+$954K	0.12%	157