CWM
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Confluence Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Confluence Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,531
Closed -$297K – 122
2020
Q2 		$297K Buy
+2,531
New +$297K 0.14% 94