Wellesley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.73M | Sell |
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2020
Q2 | $4.54M | Sell |
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|
2020
Q1 | $4.05M | Sell |
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|
2019
Q4 | $5.54M | Buy |
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|
2019
Q3 | $5.11M | Buy |
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|
2019
Q2 | $4.88M | Buy |
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|
2019
Q1 | $4.46M | Hold |
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|
2018
Q4 | $3.99M | Buy |
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|
2018
Q3 | $4.49M | Sell |
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|
2018
Q2 | $4.22M | Buy |
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|
2018
Q1 | $4.13M | Buy |
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|
2017
Q4 | $4.08M | Sell |
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|
2017
Q3 | $3.8M | Hold |
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|
2017
Q2 | $3.71M | Sell |
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|
2017
Q1 | $3.64M | Buy |
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|
2016
Q4 | $3.4M | Sell |
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|
2016
Q3 | $3.38M | Sell |
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|
2016
Q2 | $3.39M | Sell |
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|
2016
Q1 | $3.46M | Buy |
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|
2015
Q4 | $3.26M | Buy |
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