CWM
Collaborative Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,340
| Closed | -$207K | – | 187 |
|
|
2024
Q3 | $207K | Sell |
2,340
-142
| -6% | -$12.5K | 0.09% | 167 |
|
|
2024
Q2 | $202K | Hold |
2,482
| – | – | 0.1% | 161 |
|
|
2024
Q1 | $202K | Sell |
2,482
-609
| -20% | -$49.6K | 0.1% | 162 |
|
|
2023
Q4 | $245K | Sell |
3,091
-286
| -8% | -$22.7K | 0.13% | 139 |
|
|
2023
Q3 | $241K | Hold |
3,377
| – | – | 0.14% | 141 |
|
|
2023
Q2 | $254K | Sell |
3,377
-347
| -9% | -$26.1K | 0.15% | 135 |
|
|
2023
Q1 | $274K | Sell |
3,724
-188
| -5% | -$13.9K | 0.17% | 134 |
|
|
2022
Q4 | $272K | Sell |
3,912
-1,014
| -21% | -$70.6K | 0.18% | 137 |
|
|
2022
Q3 | $305K | Sell |
4,926
-434
| -8% | -$26.9K | 0.22% | 123 |
|
|
2022
Q2 | $368K | Buy |
+5,360
| New | +$368K | 0.24% | 118 |
|
|
2021
Q4 | $458K | Buy |
+5,358
| New | +$458K | 0.25% | 121 |
|
|
2021
Q1 | $424K | Buy |
+5,359
| New | +$424K | 0.24% | 123 |
|