Global Wealth Management Investment Advisory’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 | $276K | Buy |
+1,350
| New | +$276K | 0.05% | 129 |
|
|
2024
Q1 | – | Sell |
-683
| Closed | -$116K | – | 425 |
|
|
2023
Q4 | $116K | Hold |
683
| – | – | 0.03% | 145 |
|
|
2023
Q3 | $106K | Hold |
683
| – | – | 0.03% | 151 |
|
|
2023
Q2 | $111K | Buy |
+683
| New | +$111K | 0.03% | 150 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$4K | – | 465 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 380 |
|
|
2021
Q4 | $4K | Buy |
25
+11
| +79% | +$1.76K | ﹤0.01% | 369 |
|
|
2021
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 430 |
|
|
2021
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 404 |
|
|
2021
Q1 | $2K | Sell |
14
-4
| -22% | -$571 | ﹤0.01% | 425 |
|
|
2020
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 380 |
|
|
2020
Q3 | – | Sell |
-351
| Closed | -$41K | – | 637 |
|
|
2020
Q2 | $41K | Hold |
351
| – | – | 0.02% | 210 |
|
|
2020
Q1 | $36K | Hold |
351
| – | – | 0.02% | 191 |
|
|
2019
Q4 | $44K | Hold |
351
| – | – | 0.02% | 188 |
|
|
2019
Q3 | $42K | Hold |
351
| – | – | 0.02% | 182 |
|
|
2019
Q2 | $40K | Hold |
351
| – | – | 0.02% | 187 |
|
|
2019
Q1 | $38K | Hold |
351
| – | – | 0.02% | 234 |
|
|
2018
Q4 | $34K | Buy |
+351
| New | +$34K | 0.02% | 242 |
|