GWSG
GPS Wealth Strategies Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Sell |
25,405
-593
| -2% | -$121K | 0.6% | 34 |
|
|
2025
Q1 | $5.04M | Sell |
25,998
-4,053
| -13% | -$786K | 0.68% | 29 |
|
|
2024
Q4 | $5.88M | Sell |
30,051
-1,650
| -5% | -$323K | 0.76% | 25 |
|
|
2024
Q3 | $6.28M | Sell |
31,701
-2,352
| -7% | -$466K | 0.84% | 21 |
|
|
2024
Q2 | $6.22M | Sell |
34,053
-1,184
| -3% | -$216K | 0.93% | 16 |
|
|
2024
Q1 | $6.43M | Sell |
35,237
-9,155
| -21% | -$1.67M | 1.04% | 16 |
|
|
2023
Q4 | $7.56M | Sell |
44,392
-6,529
| -13% | -$1.11M | 1.38% | 13 |
|
|
2023
Q3 | $7.91M | Sell |
50,921
-10,436
| -17% | -$1.62M | 1.52% | 14 |
|
|
2023
Q2 | $9.97M | Sell |
61,357
-1,741
| -3% | -$283K | 1.86% | 12 |
|
|
2023
Q1 | $9.72M | Sell |
63,098
-4,894
| -7% | -$754K | 2.01% | 12 |
|
|
2022
Q4 | $10.3M | Buy |
67,992
+9,051
| +15% | +$1.37M | 3.1% | 8 |
|
|
2022
Q3 | $7.97M | Buy |
58,941
+49,590
| +530% | +$6.7M | 2.01% | 9 |
|
|
2022
Q2 | $1.34M | Buy |
9,351
+5,715
| +157% | +$820K | 0.34% | 54 |
|
|
2022
Q1 | $590K | Buy |
3,636
+1,415
| +64% | +$230K | 0.13% | 103 |
|
|
2021
Q4 | $382K | Buy |
2,221
+639
| +40% | +$110K | 0.08% | 151 |
|
|
2021
Q3 | $243K | Buy |
1,582
+460
| +41% | +$70.7K | 0.06% | 181 |
|
|
2021
Q2 | $174K | Buy |
1,122
+68
| +6% | +$10.5K | 0.04% | 229 |
|
|
2021
Q1 | $155K | Buy |
+1,054
| New | +$155K | 0.05% | 225 |
|