GWP
Gateway Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
10,712
+893
| +9% | +$183K | 0.42% | 68 |
|
|
2025
Q1 | $1.9M | Sell |
9,819
-526
| -5% | -$102K | 0.43% | 66 |
|
|
2024
Q4 | $2.03M | Buy |
10,345
+1,053
| +11% | +$206K | 0.52% | 54 |
|
|
2024
Q3 | $1.84M | Buy |
9,292
+1,273
| +16% | +$252K | 0.51% | 53 |
|
|
2024
Q2 | $1.46M | Buy |
8,019
+208
| +3% | +$38K | 0.44% | 59 |
|
|
2024
Q1 | $1.43M | Buy |
7,811
+202
| +3% | +$36.9K | 0.51% | 56 |
|
|
2023
Q4 | $1.3M | Sell |
7,609
-17,548
| -70% | -$2.99M | 0.52% | 49 |
|
|
2023
Q3 | $3.91M | Buy |
25,157
+4,044
| +19% | +$628K | 0.7% | 32 |
|
|
2023
Q2 | $3.43M | Buy |
21,113
+3,396
| +19% | +$552K | 0.61% | 36 |
|
|
2023
Q1 | $2.73M | Buy |
17,717
+3,806
| +27% | +$586K | 0.42% | 43 |
|
|
2022
Q4 | $2.11M | Buy |
+13,911
| New | +$2.11M | 0.36% | 45 |
|