CWM
Collaborative 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 | $1.18M | Sell |
5,770
-667
| -10% | -$137K | 0.52% | 42 |
|
|
2025
Q1 | $1.25M | Buy |
6,437
+42
| +0.7% | +$8.15K | 0.58% | 38 |
|
|
2024
Q4 | $1.25M | Buy |
6,395
+19
| +0.3% | +$3.72K | 0.57% | 39 |
|
|
2024
Q3 | $1.26M | Sell |
6,376
-67
| -1% | -$13.3K | 0.57% | 40 |
|
|
2024
Q2 | $1.18M | Sell |
6,443
-714
| -10% | -$130K | 0.57% | 40 |
|
|
2024
Q1 | $1.31M | Sell |
7,157
-199
| -3% | -$36.3K | 0.66% | 37 |
|
|
2023
Q4 | $1.25M | Buy |
7,356
+18
| +0.2% | +$3.07K | 0.68% | 37 |
|
|
2023
Q3 | $1.14M | Sell |
7,338
-123
| -2% | -$19.1K | 0.68% | 36 |
|
|
2023
Q2 | $1.21M | Sell |
7,461
-2,211
| -23% | -$359K | 0.72% | 33 |
|
|
2023
Q1 | $1.49M | Sell |
9,672
-975
| -9% | -$150K | 0.94% | 30 |
|
|
2022
Q4 | $1.62M | Sell |
10,647
-529
| -5% | -$80.3K | 1.06% | 31 |
|
|
2022
Q3 | $1.51M | Sell |
11,176
-330
| -3% | -$44.6K | 1.07% | 29 |
|
|
2022
Q2 | $1.65M | Buy |
+11,506
| New | +$1.65M | 1.08% | 27 |
|
|
2021
Q4 | $1.96M | Buy |
+11,388
| New | +$1.96M | 1.07% | 24 |
|
|
2021
Q1 | $1.88M | Buy |
+11,612
| New | +$1.88M | 1.09% | 24 |
|