GWSA
Global Wealth Strategies & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
56,302
+4,598
| +9% | +$941K | 3.3% | 6 |
|
|
2025
Q1 | $10M | Buy |
51,704
+2,032
| +4% | +$394K | 3.04% | 8 |
|
|
2024
Q4 | $9.73M | Buy |
49,672
+1,552
| +3% | +$304K | 3.04% | 8 |
|
|
2024
Q3 | $9.53M | Buy |
48,120
+2,206
| +5% | +$437K | 3.13% | 8 |
|
|
2024
Q2 | $8.38M | Sell |
45,914
-6,594
| -13% | -$1.2M | 3.01% | 7 |
|
|
2024
Q1 | $9.59M | Sell |
52,508
-33,678
| -39% | -$6.15M | 3.61% | 5 |
|
|
2023
Q4 | $14.7M | Buy |
86,186
+30,308
| +54% | +$5.16M | 6.12% | 5 |
|
|
2023
Q3 | $8.68M | Sell |
55,878
-9,565
| -15% | -$1.49M | 4.05% | 6 |
|
|
2023
Q2 | $10.6M | Buy |
65,443
+3,056
| +5% | +$496K | 4.99% | 3 |
|
|
2023
Q1 | $9.61M | Buy |
62,387
+3,381
| +6% | +$521K | 4.96% | 6 |
|
|
2022
Q4 | $8.96M | Buy |
+59,006
| New | +$8.96M | 5.2% | 3 |
|