AWM
Accel Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
13,807
+59
| +0.4% | +$12.1K | 0.94% | 22 |
|
|
2025
Q1 | $2.67M | Sell |
13,748
-111
| -0.8% | -$21.5K | 0.96% | 23 |
|
|
2024
Q4 | $2.71M | Buy |
13,859
+435
| +3% | +$85.2K | 1.03% | 19 |
|
|
2024
Q3 | $2.66M | Sell |
13,424
-66
| -0.5% | -$13.1K | 0.99% | 22 |
|
|
2024
Q2 | $2.46M | Buy |
13,490
+551
| +4% | +$101K | 0.99% | 24 |
|
|
2024
Q1 | $2.36M | Buy |
12,939
+125
| +1% | +$22.8K | 1% | 26 |
|
|
2023
Q4 | $2.18M | Buy |
12,814
+55
| +0.4% | +$9.37K | 1.1% | 22 |
|
|
2023
Q3 | $1.98M | Buy |
12,759
+3,259
| +34% | +$506K | 1.1% | 23 |
|
|
2023
Q2 | $1.54M | Buy |
9,500
+355
| +4% | +$57.7K | 0.85% | 34 |
|
|
2023
Q1 | $1.41M | Sell |
9,145
-287
| -3% | -$44.2K | 0.58% | 51 |
|
|
2022
Q4 | $1.43M | Sell |
9,432
-2
| -0% | -$304 | 0.69% | 41 |
|
|
2022
Q3 | $1.34M | Buy |
9,434
+151
| +2% | +$21.5K | 0.72% | 38 |
|
|
2022
Q2 | $1.35M | Buy |
9,283
+938
| +11% | +$137K | 0.78% | 35 |
|
|
2022
Q1 | $1.36M | Buy |
8,345
+546
| +7% | +$88.9K | 0.7% | 41 |
|
|
2021
Q4 | $1.34M | Buy |
7,799
+758
| +11% | +$130K | 0.66% | 45 |
|
|
2021
Q3 | $1.08M | Buy |
7,041
+567
| +9% | +$87.1K | 0.7% | 42 |
|
|
2021
Q2 | $1M | Buy |
6,474
+137
| +2% | +$21.2K | 0.66% | 37 |
|
|
2021
Q1 | $932K | Sell |
6,337
-8
| -0.1% | -$1.18K | 0.76% | 31 |
|
|
2020
Q4 | $896K | Buy |
+6,345
| New | +$896K | 0.83% | 26 |
|