APWM
Atlas Private Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.1M | Sell |
6,018
-29
| -0.5% | -$5.3K | 0.46% | 69 |
|
|
2023
Q4 | $1.03M | Buy |
6,047
+2
| +0% | +$341 | 0.48% | 67 |
|
|
2023
Q3 | $939K | Buy |
6,045
+22
| +0.4% | +$3.42K | 0.5% | 69 |
|
|
2023
Q2 | $978K | Sell |
6,023
-48
| -0.8% | -$7.8K | 0.52% | 66 |
|
|
2023
Q1 | $935K | Buy |
6,071
+2
| +0% | +$308 | 0.56% | 62 |
|
|
2022
Q4 | $922K | Buy |
6,069
+1
| +0% | +$152 | 0.43% | 57 |
|
|
2022
Q3 | $820K | Sell |
6,068
-6
| -0.1% | -$811 | 0.59% | 54 |
|
|
2022
Q2 | $871K | Buy |
6,074
+1
| +0% | +$143 | 0.59% | 55 |
|
|
2022
Q1 | $985K | Buy |
6,073
+49
| +0.8% | +$7.95K | 0.57% | 57 |
|
|
2021
Q4 | $1.04M | Buy |
6,024
+1
| +0% | +$172 | 0.58% | 54 |
|
|
2021
Q3 | $925K | Sell |
6,023
-520
| -8% | -$79.9K | 0.57% | 57 |
|
|
2021
Q2 | $1.01M | Sell |
6,543
-127
| -2% | -$19.7K | 0.63% | 51 |
|
|
2021
Q1 | $981K | Sell |
6,670
-7,469
| -53% | -$1.1M | 0.63% | 48 |
|
|
2020
Q4 | $2M | Sell |
14,139
-1,778
| -11% | -$251K | 1.42% | 20 |
|
|
2020
Q3 | $2.05M | Sell |
15,917
-21
| -0.1% | -$2.7K | 1.6% | 15 |
|
|
2020
Q2 | $1.87M | Sell |
15,938
-1,521
| -9% | -$178K | 1.5% | 16 |
|
|
2020
Q1 | $1.81M | Sell |
17,459
-323
| -2% | -$33.4K | 1.67% | 13 |
|
|
2019
Q4 | $2.22M | Buy |
+17,782
| New | +$2.22M | 1.7% | 13 |
|