DWA
Dougherty Wealth Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2K | Hold |
250
| – | – | 0.03% | 82 |
|
|
2025
Q1 | $48.5K | Hold |
250
| – | – | 0.04% | 81 |
|
|
2024
Q4 | $49K | Hold |
250
| – | – | 0.04% | 83 |
|
|
2024
Q3 | $49.5K | Hold |
250
| – | – | 0.04% | 79 |
|
|
2024
Q2 | $45.6K | Hold |
250
| – | – | 0.04% | 78 |
|
|
2024
Q1 | $45.7K | Hold |
250
| – | – | 0.04% | 80 |
|
|
2023
Q4 | $42.6K | Hold |
250
| – | – | 0.04% | 86 |
|
|
2023
Q3 | $38.8K | Hold |
250
| – | – | 0.05% | 85 |
|
|
2023
Q2 | $40.6K | Hold |
250
| – | – | 0.06% | 86 |
|
|
2023
Q1 | $38.5K | Hold |
250
| – | – | 0.06% | 91 |
|
|
2022
Q4 | $38K | Hold |
250
| – | – | 0.06% | 94 |
|
|
2022
Q3 | $34K | Hold |
250
| – | – | 0.07% | 93 |
|
|
2022
Q2 | $36K | Hold |
250
| – | – | 0.07% | 94 |
|
|
2022
Q1 | $41K | Hold |
250
| – | – | 0.06% | 98 |
|
|
2021
Q4 | $43K | Hold |
250
| – | – | 0.06% | 105 |
|
|
2021
Q3 | $38K | Hold |
250
| – | – | 0.06% | 106 |
|
|
2021
Q2 | $39K | Hold |
250
| – | – | 0.06% | 105 |
|
|
2021
Q1 | $37K | Hold |
250
| – | – | 0.06% | 106 |
|
|
2020
Q4 | $35K | Hold |
250
| – | – | 0.06% | 116 |
|
|
2020
Q3 | $32K | Hold |
250
| – | – | 0.11% | 116 |
|
|
2020
Q2 | $29K | Hold |
250
| – | – | 0.11% | 123 |
|
|
2020
Q1 | $26K | Hold |
250
| – | – | 0.1% | 125 |
|
|
2019
Q4 | $31K | Hold |
250
| – | – | 0.09% | 137 |
|
|
2019
Q3 | $30K | Hold |
250
| – | – | 0.1% | 137 |
|
|
2019
Q2 | $29K | Hold |
250
| – | – | 0.08% | 158 |
|
|
2019
Q1 | $27K | Sell |
250
-2
| -0.8% | -$216 | 0.09% | 141 |
|
|
2018
Q4 | $26K | Buy |
+252
| New | +$26K | 0.09% | 148 |
|