GWMR
GC Wealth Management RIA’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Sell |
40,085
-2,170
| -5% | -$444K | 0.67% | 23 |
|
|
2025
Q1 | $8.2M | Sell |
42,255
-1,675
| -4% | -$325K | 1.5% | 9 |
|
|
2024
Q4 | $8.6M | Sell |
43,930
-6,258
| -12% | -$1.23M | 1.51% | 10 |
|
|
2024
Q3 | $9.94M | Sell |
50,188
-1,210
| -2% | -$240K | 1.74% | 9 |
|
|
2024
Q2 | $9.38M | Buy |
51,398
+921
| +2% | +$168K | 1.85% | 6 |
|
|
2024
Q1 | $9.22M | Buy |
50,477
+17,065
| +51% | +$3.12M | 1.84% | 6 |
|
|
2023
Q4 | $5.69M | Buy |
+33,412
| New | +$5.69M | 2.56% | 5 |
|