DWMS
Dominguez Wealth Management Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
1,406
| – | – | 0.2% | 58 |
|
|
2025
Q1 | $273K | Buy |
1,406
+80
| +6% | +$15.5K | 0.2% | 56 |
|
|
2024
Q4 | $260K | Buy |
1,326
+4
| +0.3% | +$784 | 0.19% | 56 |
|
|
2024
Q3 | $262K | Buy |
1,322
+3
| +0.2% | +$594 | 0.19% | 56 |
|
|
2024
Q2 | $241K | Hold |
1,319
| – | – | 0.18% | 55 |
|
|
2024
Q1 | $241K | Buy |
1,319
+2
| +0.2% | +$365 | 0.19% | 55 |
|
|
2023
Q4 | $224K | Buy |
1,317
+6
| +0.5% | +$1.02K | 0.19% | 55 |
|
|
2023
Q3 | $204K | Buy |
1,311
+2
| +0.2% | +$311 | 0.19% | 57 |
|
|
2023
Q2 | $213K | Sell |
1,309
-19
| -1% | -$3.09K | 0.19% | 55 |
|
|
2023
Q1 | $204K | Sell |
1,328
-30
| -2% | -$4.62K | 0.19% | 56 |
|
|
2022
Q4 | $206K | Buy |
+1,358
| New | +$206K | 0.21% | 55 |
|