IWA
Inspirion Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Hold |
7,929
| – | – | 0.21% | 46 |
|
|
2025
Q1 | $1.54M | Hold |
7,929
| – | – | 0.21% | 47 |
|
|
2024
Q4 | $1.55M | Hold |
7,929
| – | – | 0.22% | 44 |
|
|
2024
Q3 | $1.57M | Sell |
7,929
-66
| -0.8% | -$13.1K | 0.22% | 42 |
|
|
2024
Q2 | $1.46M | Hold |
7,995
| – | – | 0.22% | 41 |
|
|
2024
Q1 | $1.46M | Hold |
7,995
| – | – | 0.24% | 44 |
|
|
2023
Q4 | $1.36M | Sell |
7,995
-31
| -0.4% | -$5.27K | 0.25% | 45 |
|
|
2023
Q3 | $1.25M | Hold |
8,026
| – | – | 0.24% | 44 |
|
|
2023
Q2 | $1.3M | Buy |
+8,026
| New | +$1.3M | 0.25% | 42 |
|