GFWA
Grey Fox 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 | $378K | Sell |
1,840
-1,298
| -41% | -$267K | 0.09% | 94 |
|
2025
Q1 | $609K | Buy |
3,138
+346
| +12% | +$67.1K | 0.16% | 74 |
|
2024
Q4 | $547K | Buy |
2,792
+225
| +9% | +$44.1K | 0.15% | 82 |
|
2024
Q3 | $511K | Sell |
2,567
-26
| -1% | -$5.17K | 0.14% | 81 |
|
2024
Q2 | $476K | Buy |
2,593
+378
| +17% | +$69.3K | 0.17% | 77 |
|
2024
Q1 | $405K | Buy |
+2,215
| New | +$405K | 0.15% | 83 |
|
2023
Q2 | – | Sell |
-1,944
| Closed | -$299K | – | 497 |
|
2023
Q1 | $299K | Buy |
1,944
+9
| +0.5% | +$1.39K | 0.18% | 72 |
|
2022
Q4 | $294K | Buy |
+1,935
| New | +$294K | 0.19% | 69 |
|