AWA
Arkadios 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 | $4.94M | Buy |
24,149
+11,069
| +85% | +$2.27M | 0.15% | 158 |
|
|
2025
Q1 | $2.54M | Buy |
13,080
+4,840
| +59% | +$939K | 0.1% | 238 |
|
|
2024
Q4 | $1.61M | Buy |
8,240
+155
| +2% | +$30.4K | 0.09% | 223 |
|
|
2024
Q3 | $1.6M | Buy |
8,085
+954
| +13% | +$189K | 0.09% | 223 |
|
|
2024
Q2 | $1.3M | Buy |
7,131
+3,319
| +87% | +$606K | 0.09% | 228 |
|
|
2024
Q1 | $696K | Sell |
3,812
-1,174
| -24% | -$214K | 0.05% | 312 |
|
|
2023
Q4 | $850K | Buy |
4,986
+153
| +3% | +$26.1K | 0.07% | 256 |
|
|
2023
Q3 | $751K | Buy |
4,833
+147
| +3% | +$22.8K | 0.07% | 261 |
|
|
2023
Q2 | $761K | Hold |
4,686
| – | – | 0.09% | 228 |
|
|
2023
Q1 | $722K | Sell |
4,686
-122
| -3% | -$18.8K | 0.09% | 236 |
|
|
2022
Q4 | $730K | Sell |
4,808
-35
| -0.7% | -$5.32K | 0.1% | 221 |
|
|
2022
Q3 | $655K | Buy |
4,843
+87
| +2% | +$11.8K | 0.1% | 220 |
|
|
2022
Q2 | $682K | Sell |
4,756
-360
| -7% | -$51.6K | 0.1% | 226 |
|
|
2022
Q1 | $830K | Sell |
5,116
-32,925
| -87% | -$5.34M | 0.11% | 215 |
|
|
2021
Q4 | $6.53M | Buy |
38,041
+33,227
| +690% | +$5.71M | 0.87% | 18 |
|
|
2021
Q3 | $739K | Sell |
4,814
-717
| -13% | -$110K | 0.11% | 219 |
|
|
2021
Q2 | $856K | Buy |
5,531
+3,351
| +154% | +$519K | 0.1% | 229 |
|
|
2021
Q1 | $320K | Buy |
2,180
+681
| +45% | +$100K | 0.05% | 334 |
|
|
2020
Q4 | $211K | Buy |
1,499
+663
| +79% | +$93.3K | 0.04% | 316 |
|
|
2020
Q3 | $112K | Buy |
836
+1
| +0.1% | +$134 | 0.06% | 266 |
|
|
2020
Q2 | $101K | Hold |
835
| – | – | 0.06% | 257 |
|
|
2020
Q1 | $86.3K | Hold |
835
| – | – | 0.06% | 255 |
|
|
2019
Q4 | $109K | Buy |
+835
| New | +$109K | 0.07% | 218 |
|