HWM
Howard 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 | $5.72M | Sell |
27,927
-1,002
| -3% | -$205K | 2.89% | 6 |
|
|
2025
Q1 | $5.61M | Sell |
28,929
-867
| -3% | -$168K | 3.13% | 5 |
|
|
2024
Q4 | $5.84M | Sell |
29,796
-218
| -0.7% | -$42.7K | 3.16% | 5 |
|
|
2024
Q3 | $5.94M | Buy |
30,014
+130
| +0.4% | +$25.7K | 3.46% | 5 |
|
|
2024
Q2 | $5.46M | Buy |
29,884
+734
| +3% | +$134K | 4.3% | 5 |
|
|
2024
Q1 | $5.32M | Sell |
29,150
-1,075
| -4% | -$196K | 4.33% | 5 |
|
|
2023
Q4 | $5.15M | Sell |
30,225
-451
| -1% | -$76.8K | 4.3% | 5 |
|
|
2023
Q3 | $4.77M | Sell |
30,676
-263
| -0.9% | -$40.9K | 4.39% | 5 |
|
|
2023
Q2 | $5.03M | Sell |
30,939
-366
| -1% | -$59.4K | 4.36% | 5 |
|
|
2023
Q1 | $4.82M | Buy |
31,305
+115
| +0.4% | +$17.7K | 4.02% | 5 |
|
|
2022
Q4 | $4.74M | Sell |
31,190
-377
| -1% | -$57.2K | 3.88% | 5 |
|
|
2022
Q3 | $4.27M | Buy |
+31,567
| New | +$4.27M | 3.02% | 8 |
|
|
2022
Q2 | – | Sell |
-31,840
| Closed | -$5.16M | – | 127 |
|
|
2022
Q1 | $5.16M | Sell |
31,840
-40
| -0.1% | -$6.49K | 2.81% | 9 |
|
|
2021
Q4 | $5.48M | Buy |
31,880
+84
| +0.3% | +$14.4K | 2.89% | 9 |
|
|
2021
Q3 | $4.88M | Sell |
31,796
-721
| -2% | -$111K | 2.73% | 8 |
|
|
2021
Q2 | $5.03M | Buy |
32,517
+638
| +2% | +$98.8K | 2.77% | 8 |
|
|
2021
Q1 | $4.69M | Sell |
31,879
-255
| -0.8% | -$37.5K | 2.74% | 8 |
|
|
2020
Q4 | $4.54M | Buy |
32,134
+36
| +0.1% | +$5.08K | 2.83% | 8 |
|
|
2020
Q3 | $4.13M | Sell |
32,098
-521
| -2% | -$67K | 2.94% | 8 |
|
|
2020
Q2 | $3.82M | Sell |
32,619
-325
| -1% | -$38.1K | 3.12% | 8 |
|
|
2020
Q1 | $3.41M | Sell |
32,944
-715
| -2% | -$73.9K | 3.58% | 6 |
|
|
2019
Q4 | $4.2M | Buy |
+33,659
| New | +$4.2M | 3.5% | 6 |
|