HWMG
Hurlow Wealth Management 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 | $6.34M | Sell |
30,987
-1,347
| -4% | -$276K | 1.79% | 17 |
|
|
2025
Q1 | $6.27M | Sell |
32,334
-2,036
| -6% | -$395K | 1.96% | 17 |
|
|
2024
Q4 | $6.73M | Sell |
34,370
-1,239
| -3% | -$243K | 2.1% | 16 |
|
|
2024
Q3 | $7.05M | Sell |
35,609
-930
| -3% | -$184K | 2.2% | 14 |
|
|
2024
Q2 | $6.67M | Sell |
36,539
-794
| -2% | -$145K | 2.29% | 14 |
|
|
2024
Q1 | $6.82M | Sell |
37,333
-911
| -2% | -$166K | 2.41% | 14 |
|
|
2023
Q4 | $6.52M | Buy |
38,244
+81
| +0.2% | +$13.8K | 2.47% | 14 |
|
|
2023
Q3 | $5.93M | Buy |
38,163
+47
| +0.1% | +$7.3K | 2.58% | 12 |
|
|
2023
Q2 | $6.19M | Buy |
38,116
+1,953
| +5% | +$317K | 2.65% | 12 |
|
|
2023
Q1 | $5.57M | Buy |
36,163
+5,275
| +17% | +$812K | 2.58% | 13 |
|
|
2022
Q4 | $4.69M | Buy |
30,888
+1,758
| +6% | +$267K | 2.44% | 12 |
|
|
2022
Q3 | $3.94M | Buy |
29,130
+1,325
| +5% | +$179K | 2.3% | 13 |
|
|
2022
Q2 | $3.99M | Buy |
27,805
+2,288
| +9% | +$328K | 2.3% | 13 |
|
|
2022
Q1 | $4.14M | Buy |
25,517
+1,497
| +6% | +$243K | 2.54% | 11 |
|
|
2021
Q4 | $3.29M | Sell |
24,020
-286
| -1% | -$39.2K | 2.58% | 11 |
|
|
2021
Q3 | $3.73M | Sell |
24,306
-134
| -0.5% | -$20.6K | 2.22% | 12 |
|
|
2021
Q2 | $3.78M | Sell |
24,440
-121
| -0.5% | -$18.7K | 2.49% | 11 |
|
|
2021
Q1 | $3.61M | Buy |
24,561
+1,140
| +5% | +$168K | 2.6% | 10 |
|
|
2020
Q4 | $3.31M | Buy |
23,421
+2,376
| +11% | +$335K | 2.6% | 9 |
|
|
2020
Q3 | $2.71M | Buy |
21,045
+640
| +3% | +$82.4K | 2.48% | 9 |
|
|
2020
Q2 | $2.42M | Buy |
20,405
+8,766
| +75% | +$1.04M | 2.34% | 10 |
|
|
2020
Q1 | $1.29M | Buy |
11,639
+6
| +0.1% | +$663 | 1.38% | 17 |
|
|
2019
Q4 | $1.47M | Sell |
11,633
-272
| -2% | -$34.5K | 1.44% | 16 |
|
|
2019
Q3 | $1.41M | Buy |
11,905
+331
| +3% | +$39.3K | 1.5% | 14 |
|
|
2019
Q2 | $1.37M | Hold |
11,574
| – | – | 1.44% | 17 |
|
|
2019
Q1 | $1.32M | Sell |
11,574
-738
| -6% | -$83.9K | 1.41% | 17 |
|
|
2018
Q4 | $1.26M | Buy |
+12,312
| New | +$1.26M | 1.52% | 16 |
|