FWM
ForthRight 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 | $464K | Hold |
2,265
| – | – | 0.14% | 45 |
|
|
2025
Q1 | $439K | Hold |
2,265
| – | – | 0.15% | 42 |
|
|
2024
Q4 | $444K | Sell |
2,265
-12
| -0.5% | -$2.35K | 0.15% | 43 |
|
|
2024
Q3 | $451K | Buy |
2,277
+1,000
| +78% | +$198K | 0.15% | 41 |
|
|
2024
Q2 | $233K | Sell |
1,277
-121
| -9% | -$22.1K | 0.08% | 58 |
|
|
2024
Q1 | $255K | Buy |
+1,398
| New | +$255K | 0.09% | 55 |
|
|
2023
Q2 | – | Sell |
-1,433
| Closed | -$221K | – | 59 |
|
|
2023
Q1 | $221K | Buy |
+1,433
| New | +$221K | 0.1% | 51 |
|
|
2022
Q1 | – | Sell |
-1,308
| Closed | -$225K | – | 49 |
|
|
2021
Q4 | $225K | Buy |
+1,308
| New | +$225K | 0.12% | 42 |
|