DWAM
Duncan Williams Asset 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 | $2.21M | Sell |
10,814
-666
| -6% | -$136K | 0.7% | 27 |
|
|
2025
Q1 | $2.23M | Sell |
11,480
-840
| -7% | -$163K | 0.8% | 23 |
|
|
2024
Q4 | $2.41M | Hold |
12,320
| – | – | 0.95% | 22 |
|
|
2024
Q3 | $2.44M | Buy |
12,320
+912
| +8% | +$181K | 1.34% | 11 |
|
|
2024
Q2 | $2.08M | Hold |
11,408
| – | – | 1.76% | 8 |
|
|
2024
Q1 | $2.08M | Buy |
+11,408
| New | +$2.08M | 1.88% | 8 |
|