CWA
Continuum Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $405K | Hold |
1,978
| – | – | 0.19% | 37 |
|
2025
Q1 | $384K | Hold |
1,978
| – | – | 0.2% | 35 |
|
2024
Q4 | $387K | Hold |
1,978
| – | – | 0.2% | 37 |
|
2024
Q3 | $392K | Hold |
1,978
| – | – | 0.21% | 39 |
|
2024
Q2 | $361K | Hold |
1,978
| – | – | 0.19% | 40 |
|
2024
Q1 | $361K | Hold |
1,978
| – | – | 0.2% | 43 |
|
2023
Q4 | $337K | Hold |
1,978
| – | – | 0.22% | 36 |
|
2023
Q3 | $307K | Hold |
1,978
| – | – | 0.22% | 38 |
|
2023
Q2 | $321K | Hold |
1,978
| – | – | 0.23% | 36 |
|
2023
Q1 | $305K | Hold |
1,978
| – | – | 0.25% | 32 |
|
2022
Q4 | $300K | Buy |
+1,978
| New | +$300K | 0.3% | 32 |
|