Win 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 |
-20,406
| Closed | -$4.04M | – | 90 |
|
|
2024
Q3 | $4.04M | Buy |
+20,406
| New | +$4.04M | 1.9% | 19 |
|
|
2023
Q1 | – | Sell |
-43
| Closed | -$6.53K | – | 144 |
|
|
2022
Q4 | $6.53K | Sell |
43
-83
| -66% | -$12.6K | ﹤0.01% | 113 |
|
|
2022
Q3 | $17K | Sell |
126
-3
| -2% | -$405 | 0.01% | 75 |
|
|
2022
Q2 | $19K | Sell |
129
-48,248
| -100% | -$7.11M | 0.04% | 87 |
|
|
2022
Q1 | $7.85M | Sell |
48,377
-23,414
| -33% | -$3.8M | 2.06% | 18 |
|
|
2021
Q4 | $12.3M | Buy |
+71,791
| New | +$12.3M | 2.82% | 14 |
|