DWM
Diversify 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 | $4.75M | Sell |
22,746
-499
| -2% | -$104K | 0.29% | 95 |
|
|
2025
Q1 | $4.42M | Sell |
23,245
-2,938
| -11% | -$559K | 0.33% | 80 |
|
|
2024
Q4 | $5.05M | Buy |
26,183
+74
| +0.3% | +$14.3K | 0.39% | 63 |
|
|
2024
Q3 | $5.18M | Buy |
26,109
+18,349
| +236% | +$3.64M | 0.5% | 44 |
|
|
2024
Q2 | $1.41M | Buy |
+7,760
| New | +$1.41M | 0.18% | 128 |
|