IWM
IHT 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 | $7.22M | Sell |
35,290
-2,797
| -7% | -$572K | 0.2% | 108 |
|
|
2025
Q1 | $7.39M | Sell |
38,087
-239
| -0.6% | -$46.4K | 0.23% | 89 |
|
|
2024
Q4 | $7.51M | Sell |
38,326
-11,674
| -23% | -$2.29M | 0.24% | 82 |
|
|
2024
Q3 | $9.88M | Buy |
50,000
+14,287
| +40% | +$2.82M | 0.28% | 68 |
|
|
2024
Q2 | $6.52M | Buy |
35,713
+6,605
| +23% | +$1.21M | 0.24% | 82 |
|
|
2024
Q1 | $5.32M | Buy |
29,108
+10,004
| +52% | +$1.83M | 0.21% | 94 |
|
|
2023
Q4 | $3.26M | Sell |
19,104
-77
| -0.4% | -$13.1K | 0.15% | 145 |
|
|
2023
Q3 | $2.98M | Buy |
19,181
+815
| +4% | +$127K | 0.15% | 137 |
|
|
2023
Q2 | $2.98M | Sell |
18,366
-4,632
| -20% | -$752K | 0.16% | 127 |
|
|
2023
Q1 | $3.54M | Buy |
22,998
+700
| +3% | +$108K | 0.2% | 109 |
|
|
2022
Q4 | $3.39M | Sell |
22,298
-3,235
| -13% | -$491K | 0.21% | 110 |
|
|
2022
Q3 | $3.45M | Buy |
25,533
+4,805
| +23% | +$649K | 0.26% | 83 |
|
|
2022
Q2 | $2.97M | Buy |
20,728
+169
| +0.8% | +$24.2K | 0.26% | 84 |
|
|
2022
Q1 | $3.33M | Buy |
20,559
+537
| +3% | +$87.1K | 0.25% | 85 |
|
|
2021
Q4 | $3.44M | Buy |
20,022
+885
| +5% | +$152K | 0.25% | 86 |
|
|
2021
Q3 | $2.94M | Sell |
19,137
-8,598
| -31% | -$1.32M | 0.24% | 92 |
|
|
2021
Q2 | $4.29M | Buy |
27,735
+7,226
| +35% | +$1.12M | 0.27% | 77 |
|
|
2021
Q1 | $3.02M | Buy |
20,509
+37
| +0.2% | +$5.44K | 0.22% | 101 |
|
|
2020
Q4 | $2.89M | Buy |
20,472
+1,581
| +8% | +$223K | 0.24% | 96 |
|
|
2020
Q3 | $2.43M | Buy |
18,891
+10,855
| +135% | +$1.4M | 0.24% | 97 |
|
|
2020
Q2 | $942K | Sell |
8,036
-9,212
| -53% | -$1.08M | 0.13% | 171 |
|
|
2020
Q1 | $1.78M | Buy |
17,248
+1,525
| +10% | +$158K | 0.26% | 94 |
|
|
2019
Q4 | $1.96M | Buy |
15,723
+2,133
| +16% | +$266K | 0.23% | 102 |
|
|
2019
Q3 | $1.63M | Buy |
13,590
+5,936
| +78% | +$710K | 0.22% | 112 |
|
|
2019
Q2 | $881K | Buy |
7,654
+2,497
| +48% | +$287K | 0.13% | 183 |
|
|
2019
Q1 | $565K | Buy |
5,157
+390
| +8% | +$42.7K | 0.09% | 243 |
|
|
2018
Q4 | $467K | Buy |
4,767
+1,287
| +37% | +$126K | 0.09% | 260 |
|
|
2018
Q3 | $385K | Sell |
3,480
-276
| -7% | -$30.5K | 0.08% | 274 |
|
|
2018
Q2 | $382K | Buy |
3,756
+1
| +0% | +$102 | 0.1% | 246 |
|
|
2018
Q1 | $371K | Sell |
3,755
-34
| -0.9% | -$3.36K | 0.1% | 232 |
|
|
2017
Q4 | $395K | Buy |
3,789
+2,749
| +264% | +$287K | 0.1% | 238 |
|
|
2017
Q3 | $99K | Buy |
1,040
+24
| +2% | +$2.29K | 0.04% | 360 |
|
|
2017
Q2 | $12 | Sell |
1,016
-66
| -6% | -$1 | 0.01% | 930 |
|
|
2017
Q1 | $97K | Buy |
1,082
+180
| +20% | +$16.1K | 0.06% | 283 |
|
|
2016
Q4 | $77K | Buy |
+902
| New | +$77K | 0.06% | 306 |
|