CWM
Congress 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 | $70.8M | Buy |
346,053
+10,561
| +3% | +$2.16M | 0.69% | 22 |
|
|
2025
Q1 | $65.1M | Buy |
335,492
+5,353
| +2% | +$1.04M | 0.78% | 19 |
|
|
2024
Q4 | $64.7M | Buy |
330,139
+1,336
| +0.4% | +$262K | 0.89% | 17 |
|
|
2024
Q3 | $65.1M | Buy |
328,803
+325,868
| +11,103% | +$64.5M | 0.87% | 17 |
|
|
2024
Q2 | $536K | Buy |
2,935
+560
| +24% | +$102K | 0.01% | 527 |
|
|
2024
Q1 | $434K | Sell |
2,375
-2,324
| -49% | -$424K | 0.01% | 461 |
|
|
2023
Q4 | $801K | Buy |
4,699
+441
| +10% | +$75.2K | 0.01% | 408 |
|
|
2023
Q3 | $662K | Buy |
4,258
+1,276
| +43% | +$198K | 0.01% | 414 |
|
|
2023
Q2 | $484K | Sell |
2,982
-167
| -5% | -$27.1K | 0.01% | 417 |
|
|
2023
Q1 | $485K | Sell |
3,149
-5,135
| -62% | -$791K | 0.01% | 419 |
|
|
2022
Q4 | $1.26M | Buy |
8,284
+4,925
| +147% | +$748K | 0.03% | 314 |
|
|
2022
Q3 | $453K | Hold |
3,359
| – | – | 0.01% | 420 |
|
|
2022
Q2 | $482K | Buy |
3,359
+29
| +0.9% | +$4.16K | 0.01% | 415 |
|
|
2022
Q1 | $541K | Sell |
3,330
-1,730
| -34% | -$281K | 0.01% | 437 |
|
|
2021
Q4 | $868K | Buy |
+5,060
| New | +$868K | 0.02% | 388 |
|