CWM
Cedar 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
Q4 | – | Sell |
-889
| Closed | -$176K | – | 254 |
|
|
2024
Q3 | $176K | Sell |
889
-47
| -5% | -$9.31K | 0.05% | 110 |
|
|
2024
Q2 | $171K | Sell |
936
-6
| -0.6% | -$1.1K | 0.06% | 108 |
|
|
2024
Q1 | $172K | Sell |
942
-3
| -0.3% | -$548 | 0.06% | 119 |
|
|
2023
Q4 | $161K | Buy |
945
+793
| +522% | +$135K | 0.06% | 116 |
|
|
2023
Q3 | $23.6K | Buy |
152
+20
| +15% | +$3.11K | 0.01% | 192 |
|
|
2023
Q2 | $21.4K | Sell |
132
-64
| -33% | -$10.4K | 0.01% | 205 |
|
|
2023
Q1 | $30.2K | Sell |
196
-1,368
| -87% | -$211K | 0.01% | 185 |
|
|
2022
Q4 | $237K | Sell |
1,564
-646
| -29% | -$98.1K | 0.12% | 86 |
|
|
2022
Q3 | $299K | Buy |
2,210
+68
| +3% | +$9.2K | 0.15% | 83 |
|
|
2022
Q2 | $307K | Sell |
2,142
-9
| -0.4% | -$1.29K | 0.14% | 86 |
|
|
2022
Q1 | $349K | Buy |
2,151
+11
| +0.5% | +$1.79K | 0.14% | 92 |
|
|
2021
Q4 | $368K | Hold |
2,140
| – | – | 0.15% | 97 |
|
|
2021
Q3 | $329K | Hold |
2,140
| – | – | 0.15% | 89 |
|
|
2021
Q2 | $331K | Buy |
+2,140
| New | +$331K | 0.15% | 86 |
|
|
2020
Q1 | – | Sell |
-93
| Closed | -$12K | – | 239 |
|
|
2019
Q4 | $12K | Hold |
93
| – | – | 0.01% | 140 |
|
|
2019
Q3 | $11K | Hold |
93
| – | – | 0.01% | 128 |
|
|
2019
Q2 | $11K | Hold |
93
| – | – | 0.01% | 148 |
|
|
2019
Q1 | $10K | Hold |
93
| – | – | 0.01% | 145 |
|
|
2018
Q4 | $9K | Hold |
93
| – | – | 0.01% | 133 |
|
|
2018
Q3 | $10K | Hold |
93
| – | – | 0.01% | 127 |
|
|
2018
Q2 | $9K | Hold |
93
| – | – | 0.01% | 128 |
|
|
2018
Q1 | $9K | Hold |
93
| – | – | 0.01% | 109 |
|
|
2017
Q4 | $9K | Hold |
93
| – | – | 0.01% | 107 |
|
|
2017
Q3 | $9K | Hold |
93
| – | – | 0.01% | 111 |
|
|
2017
Q2 | $9K | Hold |
93
| – | – | 0.01% | 109 |
|
|
2017
Q1 | $8K | Hold |
93
| – | – | ﹤0.01% | 109 |
|
|
2016
Q4 | $8K | Hold |
93
| – | – | 0.01% | 108 |
|
|
2016
Q3 | $8K | Hold |
93
| – | – | 0.01% | 95 |
|
|
2016
Q2 | $8K | Buy |
+93
| New | +$8K | 0.01% | 99 |
|