FWM
FFT 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
Q1 | – | Sell |
-1,112
| Closed | -$218K | – | 193 |
|
|
2024
Q4 | $218K | Buy |
+1,112
| New | +$218K | 0.02% | 175 |
|
|
2021
Q4 | – | Sell |
-3,607
| Closed | -$554K | – | 105 |
|
|
2021
Q3 | $554K | Buy |
3,607
+517
| +17% | +$79.4K | 0.05% | 48 |
|
|
2021
Q2 | $478K | Buy |
+3,090
| New | +$478K | 0.11% | 27 |
|
|
2021
Q1 | – | Sell |
-5,463
| Closed | -$771K | – | 27 |
|
|
2020
Q4 | $771K | Buy |
+5,463
| New | +$771K | 0.27% | 20 |
|
|
2020
Q3 | – | Sell |
-91,193
| Closed | -$10.7M | – | 28 |
|
|
2020
Q2 | $10.7M | Sell |
91,193
-69,882
| -43% | -$8.19M | 3.21% | 10 |
|
|
2020
Q1 | $16.7M | Buy |
161,075
+127,501
| +380% | +$13.2M | 4.88% | 8 |
|
|
2019
Q4 | $4.19M | Buy |
33,574
+7,050
| +27% | +$879K | 1.11% | 18 |
|
|
2019
Q3 | $3.17M | Sell |
26,524
-153
| -0.6% | -$18.3K | 0.96% | 21 |
|
|
2019
Q2 | $3.07M | Buy |
26,677
+80
| +0.3% | +$9.21K | 1.17% | 19 |
|
|
2019
Q1 | $2.92M | Buy |
26,597
+5,591
| +27% | +$613K | 1.1% | 19 |
|
|
2018
Q4 | $2.06M | Sell |
21,006
-27,287
| -57% | -$2.67M | 0.9% | 21 |
|
|
2018
Q3 | $5.35M | Sell |
48,293
-3,939
| -8% | -$436K | 1.97% | 17 |
|
|
2018
Q2 | $5.31M | Sell |
52,232
-378
| -0.7% | -$38.4K | 1.97% | 17 |
|
|
2018
Q1 | $5.32M | Sell |
52,610
-26,494
| -33% | -$2.68M | 2.08% | 16 |
|
|
2017
Q4 | $8.07M | Buy |
+79,104
| New | +$8.07M | 3.1% | 11 |
|