FWM
Finer 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 | $409K | Hold |
2,000
| – | – | 0.22% | 59 |
|
|
2025
Q1 | $388K | Hold |
2,000
| – | – | 0.23% | 63 |
|
|
2024
Q4 | $392K | Hold |
2,000
| – | – | 0.22% | 67 |
|
|
2024
Q3 | $396K | Hold |
2,000
| – | – | 0.24% | 62 |
|
|
2024
Q2 | $365K | Sell |
2,000
-83
| -4% | -$15.2K | 0.24% | 64 |
|
|
2024
Q1 | $380K | Hold |
2,083
| – | – | 0.25% | 62 |
|
|
2023
Q4 | $355K | Hold |
2,083
| – | – | 0.26% | 63 |
|
|
2023
Q3 | $324K | Hold |
2,083
| – | – | 0.26% | 61 |
|
|
2023
Q2 | $338K | Hold |
2,083
| – | – | 0.26% | 62 |
|
|
2023
Q1 | $321K | Hold |
2,083
| – | – | 0.27% | 67 |
|
|
2022
Q4 | $316K | Hold |
2,083
| – | – | 0.3% | 65 |
|
|
2022
Q3 | $282K | Hold |
2,083
| – | – | 0.28% | 66 |
|
|
2022
Q2 | $299K | Sell |
2,083
-250
| -11% | -$35.9K | 0.27% | 69 |
|
|
2022
Q1 | $378K | Hold |
2,333
| – | – | 0.31% | 64 |
|
|
2021
Q4 | $401K | Buy |
+2,333
| New | +$401K | 0.33% | 62 |
|