West Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,528
| Closed | -$543K | – | 80 |
|
|
2023
Q1 | $543K | Sell |
3,528
-39
| -1% | -$6.01K | 0.25% | 28 |
|
|
2022
Q4 | $542K | Sell |
3,567
-580
| -14% | -$88.1K | 0.27% | 30 |
|
|
2022
Q3 | $560K | Sell |
4,147
-1,058
| -20% | -$143K | 0.28% | 31 |
|
|
2022
Q2 | $746K | Buy |
5,205
+1,603
| +45% | +$230K | 0.35% | 31 |
|
|
2022
Q1 | $584K | Buy |
+3,602
| New | +$584K | 0.23% | 27 |
|