AWAG
ARS Wealth Advisors Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Hold |
4,079
| – | – | 0.1% | 80 |
|
|
2025
Q1 | $791K | Buy |
4,079
+1,262
| +45% | +$245K | 0.11% | 69 |
|
|
2024
Q4 | $552K | Buy |
2,817
+98
| +4% | +$19.2K | 0.08% | 87 |
|
|
2024
Q3 | $538K | Buy |
2,719
+86
| +3% | +$17K | 0.07% | 98 |
|
|
2024
Q2 | $481K | Buy |
2,633
+61
| +2% | +$11.1K | 0.06% | 100 |
|
|
2024
Q1 | $470K | Sell |
2,572
-38
| -1% | -$6.94K | 0.06% | 99 |
|
|
2023
Q4 | $445K | Buy |
2,610
+197
| +8% | +$33.6K | 0.07% | 98 |
|
|
2023
Q3 | $375K | Buy |
2,413
+944
| +64% | +$147K | 0.06% | 106 |
|
|
2023
Q2 | $239K | Hold |
1,469
| – | – | 0.04% | 130 |
|
|
2023
Q1 | $226K | Sell |
1,469
-24
| -2% | -$3.7K | 0.04% | 112 |
|
|
2022
Q4 | $227K | Buy |
+1,493
| New | +$227K | 0.04% | 124 |
|