HWM
Hemington Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Hold |
3,356
| – | – | 0.1% | 66 |
|
|
2025
Q1 | $651K | Sell |
3,356
-80
| -2% | -$15.5K | 0.1% | 64 |
|
|
2024
Q4 | $672K | Hold |
3,436
| – | – | 0.17% | 61 |
|
|
2024
Q3 | $667K | Hold |
3,436
| – | – | 0.18% | 60 |
|
|
2024
Q2 | $627K | Sell |
3,436
-44
| -1% | -$8.03K | 0.21% | 60 |
|
|
2024
Q1 | $636K | Buy |
3,480
+150
| +5% | +$27.4K | 0.23% | 59 |
|
|
2023
Q4 | $567K | Sell |
3,330
-56
| -2% | -$9.54K | 0.22% | 59 |
|
|
2023
Q3 | $526K | Hold |
3,386
| – | – | 0.25% | 50 |
|
|
2023
Q2 | $549K | Hold |
3,386
| – | – | 0.22% | 52 |
|
|
2023
Q1 | $521K | Sell |
3,386
-6
| -0.2% | -$923 | 0.21% | 53 |
|
|
2022
Q4 | $515K | Sell |
3,392
-1,956
| -37% | -$297K | 0.22% | 48 |
|
|
2022
Q3 | $723K | Hold |
5,348
| – | – | 0.32% | 40 |
|
|
2022
Q2 | $767K | Hold |
5,348
| – | – | 0.3% | 37 |
|
|
2022
Q1 | $867K | Sell |
5,348
-1,145
| -18% | -$186K | 0.29% | 44 |
|
|
2021
Q4 | $917K | Buy |
6,493
+986
| +18% | +$139K | 0.42% | 29 |
|
|
2021
Q3 | $846K | Sell |
5,507
-645
| -10% | -$99.1K | 0.31% | 36 |
|
|
2021
Q2 | $952K | Sell |
6,152
-341
| -5% | -$52.8K | 0.41% | 33 |
|
|
2021
Q1 | $955K | Hold |
6,493
| – | – | 0.41% | 35 |
|
|
2020
Q4 | $917K | Buy |
+6,493
| New | +$917K | 0.42% | 29 |
|