AWA
Aaron 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
Q1 | – | Sell |
-2,492
| Closed | -$488K | – | 498 |
|
2024
Q4 | $488K | Buy |
2,492
+22
| +0.9% | +$4.31K | 0.06% | 206 |
|
2024
Q3 | $489K | Buy |
2,470
+12
| +0.5% | +$2.38K | 0.06% | 192 |
|
2024
Q2 | $449K | Hold |
2,458
| – | – | 0.06% | 175 |
|
2024
Q1 | $449K | Buy |
2,458
+10
| +0.4% | +$1.83K | 0.06% | 166 |
|
2023
Q4 | $417K | Buy |
2,448
+324
| +15% | +$55.2K | 0.07% | 151 |
|
2023
Q3 | $330K | Buy |
+2,124
| New | +$330K | 0.04% | 183 |
|