IWAG
Integer Wealth Advisors Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $202K | Sell |
1,341
-1,309
| -49% | -$197K | 0.11% | 79 |
|
2020
Q4 | $375K | Buy |
2,650
+10
| +0.4% | +$1.42K | 0.25% | 56 |
|
2020
Q3 | $340K | Hold |
2,640
| – | – | 0.31% | 48 |
|
2020
Q2 | $312K | Buy |
2,640
+6
| +0.2% | +$709 | 0.32% | 44 |
|
2020
Q1 | $300K | Buy |
2,634
+172
| +7% | +$19.6K | 0.34% | 43 |
|
2019
Q4 | $315K | Buy |
+2,462
| New | +$315K | 0.31% | 48 |
|