IWS
Insight Wealth Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
2,434
-44
| -2% | -$9.07K | 0.06% | 120 |
|
|
2025
Q1 | $481K | Sell |
2,478
-1,385
| -36% | -$269K | 0.06% | 122 |
|
|
2024
Q4 | $756K | Buy |
3,863
+214
| +6% | +$41.9K | 0.1% | 109 |
|
|
2024
Q3 | $723K | Buy |
3,649
+14
| +0.4% | +$2.77K | 0.1% | 119 |
|
|
2024
Q2 | $664K | Buy |
3,635
+623
| +21% | +$114K | 0.09% | 124 |
|
|
2024
Q1 | $550K | Buy |
3,012
+11
| +0.4% | +$2.01K | 0.08% | 129 |
|
|
2023
Q4 | $511K | Buy |
3,001
+1,093
| +57% | +$186K | 0.08% | 126 |
|
|
2023
Q3 | $296K | Sell |
1,908
-31
| -2% | -$4.82K | 0.06% | 132 |
|
|
2023
Q2 | $315K | Sell |
1,939
-18
| -0.9% | -$2.92K | 0.06% | 124 |
|
|
2023
Q1 | $301K | Buy |
1,957
+1
| +0.1% | +$154 | 0.06% | 124 |
|
|
2022
Q4 | $297K | Buy |
1,956
+9
| +0.5% | +$1.37K | 0.06% | 122 |
|
|
2022
Q3 | $279K | Hold |
1,947
| – | – | 0.05% | 125 |
|
|
2022
Q2 | $279K | Buy |
1,947
+4
| +0.2% | +$573 | 0.05% | 125 |
|
|
2022
Q1 | $315K | Buy |
+1,943
| New | +$315K | 0.05% | 132 |
|
|
2021
Q4 | – | Sell |
-1,378
| Closed | -$212K | – | 192 |
|
|
2021
Q3 | $212K | Sell |
1,378
-1
| -0.1% | -$154 | 0.03% | 182 |
|
|
2021
Q2 | $213K | Buy |
1,379
+3
| +0.2% | +$463 | 0.03% | 176 |
|
|
2021
Q1 | $202K | Buy |
+1,376
| New | +$202K | 0.03% | 218 |
|
|
2020
Q1 | – | Sell |
-2,176
| Closed | -$271K | – | 195 |
|
|
2019
Q4 | $271K | Buy |
2,176
+346
| +19% | +$43.1K | 0.06% | 173 |
|
|
2019
Q3 | $219K | Buy |
+1,830
| New | +$219K | 0.05% | 178 |
|