White Knight Strategic Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,164
| Closed | -$231K | – | 111 |
|
|
2024
Q3 | $231K | Buy |
1,164
+4
| +0.3% | +$792 | 0.21% | 76 |
|
|
2024
Q2 | $212K | Sell |
1,160
-7
| -0.6% | -$1.28K | 0.21% | 75 |
|
|
2024
Q1 | $213K | Sell |
1,167
-454
| -28% | -$82.9K | 0.22% | 70 |
|
|
2023
Q4 | $276K | Sell |
1,621
-134
| -8% | -$22.8K | 0.32% | 57 |
|
|
2023
Q3 | $273K | Sell |
1,755
-69
| -4% | -$10.7K | 0.36% | 48 |
|
|
2023
Q2 | $296K | Hold |
1,824
| – | – | 0.35% | 54 |
|
|
2023
Q1 | $281K | Sell |
1,824
-1,175
| -39% | -$181K | 0.35% | 54 |
|
|
2022
Q4 | $455K | Sell |
2,999
-126
| -4% | -$19.1K | 0.62% | 39 |
|
|
2022
Q3 | $422K | Buy |
3,125
+12
| +0.4% | +$1.62K | 0.6% | 39 |
|
|
2022
Q2 | $447K | Buy |
3,113
+47
| +2% | +$6.75K | 0.62% | 40 |
|
|
2022
Q1 | $497K | Buy |
+3,066
| New | +$497K | 0.54% | 43 |
|