YorkBridge Wealth 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
2022 Q4	$3.09M	Buy	20,378 +385	+2%	+$57.4K	0.79%	34
2022 Q3	$2.7M	Buy	19,993 +732	+4%	+$109K	0.7%	36
2022 Q2	$2.76M	Buy	19,261 +341	+2%	+$51.9K	0.72%	35
2022 Q1	$3.07M	Buy	18,920 +334	+2%	+$53.9K	0.67%	36
2021 Q4	$3.19M	Buy	18,586 +950	+5%	+$157K	0.72%	37
2021 Q3	$2.71M	Buy	17,636 +220	+1%	+$35.1K	0.68%	43
2021 Q2	$2.7M	Sell	17,416 -324	-2%	-$49.7K	0.7%	41
2021 Q1	$2.61M	Sell	17,740 -1,070	-6%	-$152K	0.77%	35
2020 Q4	$2.65M	Sell	18,810 -190	-1%	-$25.8K	0.89%	34
2020 Q3	$2.44M	Sell	19,000 -279	-1%	-$35.1K	1.03%	28
2020 Q2	$2.26M	Sell	19,279 -1,316	-6%	-$150K	1.03%	28
2020 Q1	$2.13M	Buy	20,595 +301	+1%	+$35.9K	1.31%	21
2019 Q4	$2.53M	Buy	20,294 +1,693	+9%	+$205K	1.16%	22
2019 Q3	$2.22M	Buy	18,601 +1	+0%	+$118	1.12%	20
2019 Q2	$2.14M	Hold	18,600	–	–	0.95%	23
2019 Q1	$2.04M	Buy	18,600 +1,315	+8%	+$139K	0.94%	25
2018 Q4	$1.69M	Buy	17,285 +785	+5%	+$81.9K	0.9%	27
2018 Q3	$1.83M	Sell	16,500 -100	-0.6%	-$10.8K	0.84%	28
2018 Q2	$1.69M	Sell	16,600 -100	-0.6%	-$10.2K	0.74%	32
2018 Q1	$1.69M	Sell	16,700 -205	-1%	-$21.3K	0.78%	30
2017 Q4	$1.7M	Buy	16,905 +1,335	+9%	+$131K	0.82%	26
2017 Q3	$1.48M	Buy	15,570 +585	+4%	+$54.6K	0.77%	32
2017 Q2	$1.39M	Hold	14,985	–	–	0.74%	33
2017 Q1	$1.37M	Buy	14,985 +650	+5%	+$57.6K	0.72%	35
2016 Q4	$1.22M	Buy	+14,335	New	+$1.21M	0.72%	34