IPW
IronBridge Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-739
| Closed | -$127K | – | 287 |
|
|
2021
Q4 | $127K | Hold |
739
| – | – | 0.07% | 45 |
|
|
2021
Q3 | $114K | Hold |
739
| – | – | 0.06% | 39 |
|
|
2021
Q2 | $114K | Hold |
739
| – | – | 0.07% | 40 |
|
|
2021
Q1 | $109K | Hold |
739
| – | – | 0.07% | 41 |
|
|
2020
Q4 | $104K | Buy |
+739
| New | +$104K | 0.08% | 40 |
|