APWA
Atlas Private Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-357
| Closed | -$55K | – | 687 |
|
2021
Q3 | $55K | Buy |
357
+1
| +0.3% | +$154 | 0.03% | 225 |
|
2021
Q2 | $55K | Buy |
356
+9
| +3% | +$1.39K | 0.03% | 222 |
|
2021
Q1 | $51K | Buy |
347
+1
| +0.3% | +$147 | 0.03% | 229 |
|
2020
Q4 | $49K | Sell |
346
-143
| -29% | -$20.3K | 0.03% | 222 |
|
2020
Q3 | $63K | Buy |
489
+2
| +0.4% | +$258 | 0.05% | 181 |
|
2020
Q2 | $57K | Buy |
+487
| New | +$57K | 0.05% | 190 |
|