Axxcess 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 | $3.18M | Buy |
15,520
+129
| +0.8% | +$26.4K | 0.07% | 211 |
|
|
2025
Q1 | $2.99M | Buy |
15,391
+441
| +3% | +$85.6K | 0.08% | 194 |
|
|
2024
Q4 | $2.93M | Buy |
14,950
+2,831
| +23% | +$554K | 0.07% | 201 |
|
|
2024
Q3 | $2.4M | Sell |
12,119
-32
| -0.3% | -$6.34K | 0.06% | 234 |
|
|
2024
Q2 | $2.22M | Buy |
12,151
+2,437
| +25% | +$445K | 0.06% | 235 |
|
|
2024
Q1 | $1.77M | Sell |
9,714
-58
| -0.6% | -$10.6K | 0.05% | 265 |
|
|
2023
Q4 | $1.67M | Sell |
9,772
-11,302
| -54% | -$1.93M | 0.05% | 272 |
|
|
2023
Q3 | $3.27M | Buy |
21,074
+9,608
| +84% | +$1.49M | 0.11% | 141 |
|
|
2023
Q2 | $1.86M | Buy |
11,466
+6,390
| +126% | +$1.04M | 0.13% | 144 |
|
|
2023
Q1 | $782K | Sell |
5,076
-2,390
| -32% | -$368K | 0.06% | 273 |
|
|
2022
Q4 | $1.13M | Sell |
7,466
-4,450
| -37% | -$676K | 0.09% | 204 |
|
|
2022
Q3 | $1.61M | Sell |
11,916
-1,162
| -9% | -$157K | 0.15% | 130 |
|
|
2022
Q2 | $1.88M | Buy |
13,078
+7,038
| +117% | +$1.01M | 0.17% | 114 |
|
|
2022
Q1 | $979K | Sell |
6,040
-99
| -2% | -$16K | 0.08% | 215 |
|
|
2021
Q4 | $1.05M | Buy |
+6,139
| New | +$1.05M | 0.08% | 199 |
|