1WA
180 Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21M | Sell |
44,987
-750
| -2% | -$154K | 1.28% | 11 |
|
|
2025
Q1 | $8.86M | Sell |
45,737
-677
| -1% | -$131K | 1.41% | 7 |
|
|
2024
Q4 | $9.09M | Sell |
46,414
-358
| -0.8% | -$70.1K | 1.42% | 8 |
|
|
2024
Q3 | $9.26M | Sell |
46,772
-191
| -0.4% | -$37.8K | 1.46% | 7 |
|
|
2024
Q2 | $8.72M | Sell |
46,963
-664
| -1% | -$123K | 1.42% | 7 |
|
|
2024
Q1 | $8.7M | Buy |
47,627
+320
| +0.7% | +$58.4K | 1.56% | 7 |
|
|
2023
Q4 | $8.05M | Sell |
47,307
-430
| -0.9% | -$73.1K | 1.61% | 6 |
|
|
2023
Q3 | $7.42M | Sell |
47,737
-475
| -1% | -$73.8K | 1.67% | 6 |
|
|
2023
Q2 | $7.83M | Sell |
48,212
-621
| -1% | -$101K | 1.72% | 6 |
|
|
2023
Q1 | $7.52M | Buy |
48,833
+458
| +0.9% | +$70.5K | 1.75% | 5 |
|
|
2022
Q4 | $7.52M | Buy |
48,375
+47
| +0.1% | +$7.31K | 1.77% | 5 |
|
|
2022
Q3 | $6.53M | Sell |
48,328
-429
| -0.9% | -$58K | 1.8% | 5 |
|
|
2022
Q2 | $7.06M | Buy |
48,757
+72
| +0.1% | +$10.4K | 1.8% | 4 |
|
|
2022
Q1 | $7.89M | Sell |
48,685
-19
| -0% | -$3.08K | 1.72% | 5 |
|
|
2021
Q4 | $7.78M | Sell |
48,704
-304
| -0.6% | -$48.6K | 1.75% | 6 |
|
|
2021
Q3 | $7.86M | Sell |
49,008
-629
| -1% | -$101K | 1.73% | 5 |
|
|
2021
Q2 | $7.98M | Sell |
49,637
-259
| -0.5% | -$41.6K | 1.83% | 4 |
|
|
2021
Q1 | $7.71M | Sell |
49,896
-1,279
| -2% | -$198K | 1.91% | 4 |
|
|
2020
Q4 | $7.22M | Sell |
51,175
-968
| -2% | -$137K | 2.08% | 4 |
|
|
2020
Q3 | $6.91M | Sell |
52,143
-1,452
| -3% | -$192K | 2.59% | 4 |
|
|
2020
Q2 | $6.57M | Sell |
53,595
-3,002
| -5% | -$368K | 2.61% | 4 |
|
|
2020
Q1 | $5.77M | Buy |
56,597
+4,355
| +8% | +$444K | 2.99% | 4 |
|
|
2019
Q4 | $6.63M | Buy |
52,242
+1,390
| +3% | +$177K | 2.64% | 4 |
|
|
2019
Q3 | $6.05M | Buy |
50,852
+4,212
| +9% | +$501K | 2.68% | 3 |
|
|
2019
Q2 | $5.46M | Buy |
46,640
+5,448
| +13% | +$637K | 2.46% | 3 |
|
|
2019
Q1 | $4.59M | Buy |
41,192
+11,871
| +40% | +$1.32M | 2.08% | 5 |
|
|
2018
Q4 | $3.25M | Sell |
29,321
-261
| -0.9% | -$28.9K | 1.52% | 8 |
|
|
2018
Q3 | $3.28M | Buy |
29,582
+1,996
| +7% | +$221K | 1.51% | 8 |
|
|
2018
Q2 | $2.8M | Buy |
27,586
+4,113
| +18% | +$418K | 1.39% | 8 |
|
|
2018
Q1 | $2.37M | Buy |
23,473
+10,394
| +79% | +$1.05M | 1.23% | 16 |
|
|
2017
Q4 | $1.33M | Buy |
+13,079
| New | +$1.33M | 0.68% | 45 |
|