First Western Trust Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Hold |
2,507
| – | – | 0.02% | 115 |
|
|
2025
Q1 | $486K | Buy |
2,507
+88
| +4% | +$17.1K | 0.02% | 117 |
|
|
2024
Q4 | $474K | Hold |
2,419
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $479K | Hold |
2,419
| – | – | 0.02% | 130 |
|
|
2024
Q2 | $442K | Sell |
2,419
-150
| -6% | -$27.4K | 0.02% | 131 |
|
|
2024
Q1 | $469K | Sell |
2,569
-181
| -7% | -$33.1K | 0.02% | 127 |
|
|
2023
Q4 | $469K | Sell |
2,750
-94
| -3% | -$16K | 0.02% | 129 |
|
|
2023
Q3 | $442K | Hold |
2,844
| – | – | 0.02% | 124 |
|
|
2023
Q2 | $462K | Buy |
2,844
+264
| +10% | +$42.9K | 0.02% | 127 |
|
|
2023
Q1 | $397K | Buy |
2,580
+829
| +47% | +$128K | 0.02% | 138 |
|
|
2022
Q4 | $266K | Hold |
1,751
| – | – | 0.02% | 166 |
|
|
2022
Q3 | $237K | Hold |
1,751
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $252K | Buy |
+1,751
| New | +$252K | 0.02% | 153 |
|