HSWS
Higgins & Schmidt Wealth Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
2,196
-25
| -1% | -$5.12K | 0.25% | 34 |
|
|
2025
Q1 | $431K | Sell |
2,221
-42
| -2% | -$8.15K | 0.25% | 31 |
|
|
2024
Q4 | $443K | Hold |
2,263
| – | – | 0.28% | 31 |
|
|
2024
Q3 | $448K | Sell |
2,263
-10
| -0.4% | -$1.98K | 0.29% | 34 |
|
|
2024
Q2 | $415K | Sell |
2,273
-11
| -0.5% | -$2.01K | 0.3% | 32 |
|
|
2024
Q1 | $417K | Hold |
2,284
| – | – | 0.31% | 32 |
|
|
2023
Q4 | $389K | Buy |
+2,284
| New | +$389K | 0.31% | 31 |
|