CWM
Centurion 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 | $3.44M | Buy |
16,801
+560
| +3% | +$115K | 0.99% | 26 |
|
|
2025
Q1 | $3.18M | Hold |
16,241
| – | – | 1% | 25 |
|
|
2024
Q4 | $3.18M | Buy |
16,241
+121
| +0.8% | +$23.7K | 0.99% | 25 |
|
|
2024
Q3 | $3.19M | Buy |
+16,120
| New | +$3.19M | 1.02% | 24 |
|
|
2024
Q1 | $3.03M | Sell |
16,597
-603
| -4% | -$110K | 1.19% | 19 |
|
|
2023
Q4 | $2.93M | Buy |
17,200
+890
| +5% | +$152K | 1.25% | 17 |
|
|
2023
Q3 | $2.53M | Buy |
16,310
+1,339
| +9% | +$208K | 1.24% | 20 |
|
|
2023
Q2 | $2.43M | Buy |
14,971
+1,988
| +15% | +$323K | 1.17% | 20 |
|
|
2023
Q1 | $2M | Buy |
12,983
+1,988
| +18% | +$306K | 1.01% | 24 |
|
|
2022
Q4 | $1.67M | Buy |
+10,995
| New | +$1.67M | 0.94% | 22 |
|