HNWAG
High Net Worth Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
75,188
+674
| +0.9% | +$138K | 4.07% | 3 |
|
|
2025
Q1 | $14.5M | Buy |
74,514
+273
| +0.4% | +$53K | 4.08% | 2 |
|
|
2024
Q4 | $14.5M | Sell |
74,241
-2,971
| -4% | -$582K | 4.06% | 4 |
|
|
2024
Q3 | $15.3M | Buy |
77,212
+82
| +0.1% | +$16.2K | 4.19% | 2 |
|
|
2024
Q2 | $14.1M | Buy |
77,130
+2,219
| +3% | +$405K | 4.27% | 2 |
|
|
2024
Q1 | $13.7M | Buy |
74,911
+9,841
| +15% | +$1.8M | 4.31% | 2 |
|
|
2023
Q4 | $11.1M | Sell |
65,070
-311
| -0.5% | -$53K | 4.12% | 4 |
|
|
2023
Q3 | $10.2M | Buy |
65,381
+472
| +0.7% | +$73.3K | 4.07% | 4 |
|
|
2023
Q2 | $10.5M | Buy |
64,909
+352
| +0.5% | +$57.2K | 4.09% | 3 |
|
|
2023
Q1 | $9.94M | Buy |
64,557
+859
| +1% | +$132K | 4.05% | 3 |
|
|
2022
Q4 | $9.67M | Buy |
63,698
+3,266
| +5% | +$496K | 3.76% | 2 |
|
|
2022
Q3 | $8.17M | Buy |
60,432
+1,508
| +3% | +$204K | 3.49% | 4 |
|
|
2022
Q2 | $8.45M | Buy |
58,924
+3,547
| +6% | +$509K | 3.51% | 4 |
|
|
2022
Q1 | $8.98M | Buy |
55,377
+376
| +0.7% | +$61K | 3.26% | 4 |
|
|
2021
Q4 | $9.45M | Buy |
+55,001
| New | +$9.45M | 3.3% | 4 |
|