WR Wealth Planners’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 | – | Hold |
0
| – | -$31 | – | 1092 |
|
|
2024
Q3 | – | Sell |
-70
| Closed | -$12.7K | – | 1127 |
|
|
2024
Q2 | $12.7K | Hold |
70
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $12.7K | Buy |
+70
| New | +$12.7K | ﹤0.01% | 551 |
|
|
2023
Q4 | – | Sell |
-69
| Closed | -$10.7K | – | 838 |
|
|
2023
Q3 | $10.7K | Buy |
+69
| New | +$10.7K | ﹤0.01% | 547 |
|
|
2023
Q2 | – | Sell |
-162
| Closed | -$25K | – | 985 |
|
|
2023
Q1 | $25K | Sell |
162
-92
| -36% | -$14.2K | 0.01% | 396 |
|
|
2022
Q4 | $38.5K | Buy |
254
+1
| +0.4% | +$152 | 0.02% | 184 |
|
|
2022
Q3 | $34.2K | Sell |
253
-51
| -17% | -$6.9K | 0.02% | 185 |
|
|
2022
Q2 | $43.6K | Buy |
304
+22
| +8% | +$3.16K | 0.03% | 182 |
|
|
2022
Q1 | $45.7K | Buy |
+282
| New | +$45.7K | 0.03% | 175 |
|