IWP
IAG Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
34,604
-92
| -0.3% | -$18.8K | 0.94% | 27 |
|
|
2025
Q1 | $6.73M | Sell |
34,696
-942
| -3% | -$183K | 1.05% | 24 |
|
|
2024
Q4 | $6.98M | Sell |
35,638
-1,983
| -5% | -$388K | 1.23% | 22 |
|
|
2024
Q3 | $7.45M | Sell |
37,621
-2,026
| -5% | -$401K | 1.38% | 20 |
|
|
2024
Q2 | $7.24M | Sell |
39,647
-1,501
| -4% | -$274K | 1.45% | 20 |
|
|
2024
Q1 | $7.51M | Sell |
41,148
-2,786
| -6% | -$509K | 1.61% | 18 |
|
|
2023
Q4 | $7.49M | Sell |
43,934
-2,717
| -6% | -$463K | 1.71% | 15 |
|
|
2023
Q3 | $7.25M | Sell |
46,651
-2,562
| -5% | -$398K | 2.02% | 13 |
|
|
2023
Q2 | $7.99M | Sell |
49,213
-1,846
| -4% | -$300K | 2.11% | 13 |
|
|
2023
Q1 | $7.86M | Sell |
51,059
-21,011
| -29% | -$3.24M | 2.18% | 13 |
|
|
2022
Q4 | $10.9M | Buy |
72,070
+1,725
| +2% | +$262K | 3.22% | 9 |
|
|
2022
Q3 | $9.51M | Sell |
70,345
-368
| -0.5% | -$49.7K | 3.16% | 9 |
|
|
2022
Q2 | $10.1M | Sell |
70,713
-261
| -0.4% | -$37.4K | 3.32% | 8 |
|
|
2022
Q1 | $11.5M | Buy |
70,974
+1,262
| +2% | +$205K | 3.62% | 8 |
|
|
2021
Q4 | $12M | Sell |
69,712
-881
| -1% | -$151K | 3.84% | 8 |
|
|
2021
Q3 | $10.8M | Buy |
70,593
+407
| +0.6% | +$62.5K | 3.86% | 9 |
|
|
2021
Q2 | $10.9M | Sell |
70,186
-1,335
| -2% | -$207K | 3.9% | 10 |
|
|
2021
Q1 | $10.5M | Buy |
71,521
+945
| +1% | +$139K | 4.01% | 10 |
|
|
2020
Q4 | $9.96M | Sell |
70,576
-1,993
| -3% | -$281K | 4.07% | 10 |
|
|
2020
Q3 | $9.34M | Buy |
72,569
+595
| +0.8% | +$76.6K | 4.31% | 10 |
|
|
2020
Q2 | $8.43M | Buy |
71,974
+3,008
| +4% | +$352K | 4.09% | 10 |
|
|
2020
Q1 | $7.13M | Buy |
68,966
+14,162
| +26% | +$1.46M | 4.76% | 8 |
|
|
2019
Q4 | $6.83M | Buy |
+54,804
| New | +$6.83M | 4.46% | 9 |
|