GWA
Gratus Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Hold |
16,989
| – | – | 0.53% | 23 |
|
|
2025
Q1 | $3.3M | Sell |
16,989
-78
| -0.5% | -$15.1K | 0.54% | 23 |
|
|
2024
Q4 | $3.34M | Sell |
17,067
-1,459
| -8% | -$286K | 0.53% | 24 |
|
|
2024
Q3 | $3.62M | Sell |
18,526
-544
| -3% | -$106K | 0.59% | 24 |
|
|
2024
Q2 | $3.57M | Sell |
19,070
-3,571
| -16% | -$669K | 0.62% | 24 |
|
|
2024
Q1 | $3.93M | Sell |
22,641
-18,133
| -44% | -$3.15M | 0.72% | 24 |
|
|
2023
Q4 | $6.95M | Buy |
+40,774
| New | +$6.95M | 1.37% | 17 |
|