DWMG
DB Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.19M | Sell |
6,995
-303
| -4% | -$51.6K | 0.68% | 32 |
|
|
2023
Q3 | $1.13M | Buy |
7,298
+3,530
| +94% | +$548K | 0.72% | 30 |
|
|
2023
Q2 | $612K | Hold |
3,768
| – | – | 0.37% | 51 |
|
|
2023
Q1 | $580K | Sell |
3,768
-146
| -4% | -$22.5K | 0.37% | 51 |
|
|
2022
Q4 | $594K | Sell |
3,914
-14
| -0.4% | -$2.13K | 0.39% | 48 |
|
|
2022
Q3 | $531K | Hold |
3,928
| – | – | 0.38% | 49 |
|
|
2022
Q2 | $564K | Sell |
3,928
-42
| -1% | -$6.03K | 0.38% | 50 |
|
|
2022
Q1 | $644K | Sell |
3,970
-6
| -0.2% | -$973 | 0.39% | 53 |
|
|
2021
Q4 | $683K | Sell |
3,976
-12
| -0.3% | -$2.06K | 0.4% | 55 |
|
|
2021
Q3 | $613K | Sell |
3,988
-8
| -0.2% | -$1.23K | 0.39% | 53 |
|
|
2021
Q2 | $619K | Sell |
3,996
-1,337
| -25% | -$207K | 0.4% | 54 |
|
|
2021
Q1 | $784K | Hold |
5,333
| – | – | 0.54% | 46 |
|
|
2020
Q4 | $753K | Buy |
+5,333
| New | +$753K | 0.56% | 43 |
|