GWM
Gupta Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $16.3M | Buy |
200,190
+37,726
| +23% | +$3.07M | 3.81% | 4 |
|
|
2015
Q4 | $12.6M | Buy |
162,464
+21,264
| +15% | +$1.65M | 3.21% | 4 |
|
|
2015
Q3 | $10.4M | Buy |
141,200
+38,350
| +37% | +$2.83M | 2.54% | 6 |
|
|
2015
Q2 | $8.08M | Buy |
102,850
+37,114
| +56% | +$2.92M | 1.98% | 8 |
|
|
2015
Q1 | $5.29M | Buy |
+65,736
| New | +$5.29M | 1.56% | 10 |
|