FMWA
Forvis Mazars Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
50,295
+348
| +0.7% | +$71.2K | 0.22% | 57 |
|
|
2025
Q1 | $9.69M | Sell |
49,947
-864
| -2% | -$168K | 0.23% | 53 |
|
|
2024
Q4 | $9.95M | Sell |
50,811
-323
| -0.6% | -$63.3K | 0.23% | 56 |
|
|
2024
Q3 | $10.1M | Sell |
51,134
-1,574
| -3% | -$312K | 0.23% | 57 |
|
|
2024
Q2 | $9.62M | Sell |
52,708
-2,042
| -4% | -$373K | 0.24% | 56 |
|
|
2024
Q1 | $10M | Sell |
54,750
-364
| -0.7% | -$66.5K | 0.25% | 55 |
|
|
2023
Q4 | $9.39M | Sell |
55,114
-1,730
| -3% | -$295K | 0.26% | 58 |
|
|
2023
Q3 | $8.83M | Sell |
56,844
-730
| -1% | -$113K | 0.27% | 61 |
|
|
2023
Q2 | $9.35M | Sell |
57,574
-590
| -1% | -$95.8K | 0.27% | 62 |
|
|
2023
Q1 | $8.96M | Sell |
58,164
-701
| -1% | -$108K | 0.29% | 58 |
|
|
2022
Q4 | $8.94M | Sell |
58,865
-5,877
| -9% | -$892K | 0.31% | 59 |
|
|
2022
Q3 | $8.75M | Sell |
64,742
-1,065
| -2% | -$144K | 0.35% | 48 |
|
|
2022
Q2 | $9.44M | Buy |
65,807
+6,785
| +11% | +$973K | 0.38% | 42 |
|
|
2022
Q1 | $9.57M | Sell |
59,022
-297
| -0.5% | -$48.2K | 0.41% | 30 |
|
|
2021
Q4 | $10.2M | Sell |
59,319
-668
| -1% | -$115K | 0.43% | 29 |
|
|
2021
Q3 | $9.21M | Sell |
59,987
-3,637
| -6% | -$559K | 0.42% | 28 |
|
|
2021
Q2 | $9.85M | Buy |
63,624
+1,515
| +2% | +$234K | 0.46% | 24 |
|
|
2021
Q1 | $9.14M | Sell |
62,109
-4,020
| -6% | -$591K | 0.45% | 25 |
|
|
2020
Q4 | $9.34M | Sell |
66,129
-1,613
| -2% | -$228K | 0.47% | 27 |
|
|
2020
Q3 | $8.72M | Sell |
67,742
-16,856
| -20% | -$2.17M | 0.51% | 28 |
|
|
2020
Q2 | $9.91M | Buy |
84,598
+4,040
| +5% | +$473K | 0.64% | 20 |
|
|
2020
Q1 | $8.33M | Buy |
80,558
+18,070
| +29% | +$1.87M | 0.68% | 23 |
|
|
2019
Q4 | $7.79M | Buy |
62,488
+6,781
| +12% | +$845K | 0.56% | 22 |
|
|
2019
Q3 | $6.66M | Buy |
55,707
+3,687
| +7% | +$441K | 0.53% | 21 |
|
|
2019
Q2 | $5.99M | Buy |
52,020
+15,269
| +42% | +$1.76M | 0.49% | 22 |
|
|
2019
Q1 | $4.03M | Buy |
36,751
+3,413
| +10% | +$374K | 0.33% | 41 |
|
|
2018
Q4 | $3.27M | Buy |
33,338
+21,628
| +185% | +$2.12M | 0.33% | 40 |
|
|
2018
Q3 | $1.3M | Buy |
+11,710
| New | +$1.3M | 0.11% | 94 |
|