9WM
9258 Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.52M | Hold |
12,723
| – | – | 0.37% | 51 |
|
|
2024
Q2 | $2.32M | Buy |
12,723
+8
| +0.1% | +$1.46K | 0.36% | 54 |
|
|
2024
Q1 | $2.32M | Buy |
12,715
+351
| +3% | +$64.1K | 0.36% | 57 |
|
|
2023
Q4 | $2.11M | Sell |
12,364
-70
| -0.6% | -$11.9K | 0.37% | 57 |
|
|
2023
Q3 | $1.93M | Buy |
12,434
+147
| +1% | +$22.8K | 0.38% | 61 |
|
|
2023
Q2 | $2M | Sell |
12,287
-1,000
| -8% | -$162K | 0.38% | 58 |
|
|
2023
Q1 | $2.05M | Sell |
13,287
-5
| -0% | -$770 | 0.41% | 55 |
|
|
2022
Q4 | $2.02M | Sell |
13,292
-1
| -0% | -$152 | 0.44% | 56 |
|
|
2022
Q3 | $1.8M | Buy |
13,293
+2
| +0% | +$270 | 0.46% | 51 |
|
|
2022
Q2 | $1.91M | Buy |
13,291
+74
| +0.6% | +$10.6K | 0.49% | 51 |
|
|
2022
Q1 | $2.14M | Buy |
13,217
+1
| +0% | +$162 | 0.5% | 39 |
|
|
2021
Q4 | $2.27M | Sell |
13,216
-21
| -0.2% | -$3.61K | 0.52% | 35 |
|
|
2021
Q3 | $2.03M | Buy |
13,237
+1
| +0% | +$154 | 0.54% | 32 |
|
|
2021
Q2 | $2.05M | Hold |
13,236
| – | – | 0.55% | 30 |
|
|
2021
Q1 | $1.95M | Sell |
13,236
-110
| -0.8% | -$16.2K | 0.58% | 29 |
|
|
2020
Q4 | $1.88M | Hold |
13,346
| – | – | 0.61% | 29 |
|
|
2020
Q3 | $1.68M | Sell |
13,346
-1,640
| -11% | -$206K | 0.63% | 25 |
|
|
2020
Q2 | $1.76M | Sell |
14,986
-653
| -4% | -$76.5K | 0.71% | 25 |
|
|
2020
Q1 | $1.78M | Sell |
15,639
-2,296
| -13% | -$262K | 0.78% | 23 |
|
|
2019
Q4 | $2.24M | Buy |
+17,935
| New | +$2.24M | 0.82% | 23 |
|