CWG
Cornerstone Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
1,451
-77
| -5% | -$15.8K | 0.02% | 246 |
|
|
2025
Q1 | $296K | Sell |
1,528
-70
| -4% | -$13.6K | 0.02% | 223 |
|
|
2024
Q4 | $313K | Buy |
+1,598
| New | +$313K | 0.03% | 208 |
|
|
2022
Q1 | – | Sell |
-20,559
| Closed | -$3.53M | – | 163 |
|
|
2021
Q4 | $3.53M | Sell |
20,559
-782
| -4% | -$134K | 0.6% | 62 |
|
|
2021
Q3 | $3.28M | Sell |
21,341
-34
| -0.2% | -$5.22K | 0.58% | 57 |
|
|
2021
Q2 | $3.31M | Sell |
21,375
-1,307
| -6% | -$203K | 0.68% | 47 |
|
|
2021
Q1 | $3.48M | Sell |
22,682
-8,829
| -28% | -$1.35M | 0.71% | 43 |
|
|
2020
Q4 | $4.45M | Sell |
31,511
-7,431
| -19% | -$1.05M | 1.09% | 18 |
|
|
2020
Q3 | $5.01M | Sell |
38,942
-3,459
| -8% | -$445K | 1.37% | 18 |
|
|
2020
Q2 | $4.97M | Buy |
+42,401
| New | +$4.97M | 1.25% | 17 |
|