CTWM
Cherry Tree 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 | $504K | Sell |
2,462
-11
| -0.4% | -$2.25K | 0.12% | 91 |
|
|
2025
Q1 | $480K | Sell |
2,473
-20
| -0.8% | -$3.88K | 0.12% | 91 |
|
|
2024
Q4 | $488K | Sell |
2,493
-205
| -8% | -$40.1K | 0.12% | 92 |
|
|
2024
Q3 | $534K | Buy |
2,698
+161
| +6% | +$31.9K | 0.13% | 91 |
|
|
2024
Q2 | $463K | Hold |
2,537
| – | – | 0.12% | 96 |
|
|
2024
Q1 | $463K | Hold |
2,537
| – | – | 0.12% | 93 |
|
|
2023
Q4 | $432K | Hold |
2,537
| – | – | 0.12% | 95 |
|
|
2023
Q3 | $394K | Buy |
2,537
+719
| +40% | +$112K | 0.12% | 94 |
|
|
2023
Q2 | $295K | Buy |
+1,818
| New | +$295K | 0.09% | 120 |
|