MPW
MA Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
4,926
| – | – | 0.18% | 49 |
|
|
2025
Q1 | $956K | Hold |
4,926
| – | – | 0.18% | 44 |
|
|
2024
Q4 | $965K | Hold |
4,926
| – | – | 0.18% | 44 |
|
|
2024
Q3 | $976K | Sell |
4,926
-396
| -7% | -$78.4K | 0.18% | 45 |
|
|
2024
Q2 | $972K | Sell |
5,322
-86
| -2% | -$15.7K | 0.19% | 43 |
|
|
2024
Q1 | $988K | Sell |
5,408
-114
| -2% | -$20.8K | 0.2% | 44 |
|
|
2023
Q4 | $941K | Sell |
5,522
-294
| -5% | -$50.1K | 0.2% | 44 |
|
|
2023
Q3 | $904K | Sell |
5,816
-1,436
| -20% | -$223K | 0.21% | 44 |
|
|
2023
Q2 | $1.18M | Sell |
7,252
-579
| -7% | -$94K | 0.27% | 38 |
|
|
2023
Q1 | $1.21M | Sell |
7,831
-2,693
| -26% | -$415K | 0.29% | 36 |
|
|
2022
Q4 | $1.6M | Sell |
10,524
-278
| -3% | -$42.2K | 0.39% | 38 |
|
|
2022
Q3 | $1.55M | Buy |
10,802
+2
| +0% | +$287 | 0.39% | 35 |
|
|
2022
Q2 | $1.55M | Sell |
10,800
-1,342
| -11% | -$192K | 0.38% | 36 |
|
|
2022
Q1 | $1.97M | Buy |
12,142
+1,115
| +10% | +$181K | 0.36% | 35 |
|
|
2021
Q4 | $1.89M | Buy |
11,027
+34
| +0.3% | +$5.84K | 0.34% | 36 |
|
|
2021
Q3 | $1.69M | Sell |
10,993
-373
| -3% | -$57.3K | 0.33% | 37 |
|
|
2021
Q2 | $1.76M | Sell |
11,366
-2,815
| -20% | -$436K | 0.35% | 40 |
|
|
2021
Q1 | $2.09M | Sell |
14,181
-1,658
| -10% | -$244K | 0.43% | 37 |
|
|
2020
Q4 | $2.24M | Sell |
15,839
-218
| -1% | -$30.8K | 0.51% | 31 |
|
|
2020
Q3 | $2.07M | Sell |
16,057
-44
| -0.3% | -$5.66K | 0.49% | 32 |
|
|
2020
Q2 | $1.89M | Sell |
16,101
-10,499
| -39% | -$1.23M | 0.47% | 33 |
|
|
2020
Q1 | $2.75M | Sell |
26,600
-3,383
| -11% | -$350K | 0.81% | 25 |
|
|
2019
Q4 | $3.74M | Sell |
29,983
-6,860
| -19% | -$855K | 1.15% | 19 |
|
|
2019
Q3 | $4.41M | Buy |
36,843
+927
| +3% | +$111K | 1.24% | 19 |
|
|
2019
Q2 | $4.14M | Buy |
35,916
+328
| +0.9% | +$37.8K | 1.21% | 20 |
|
|
2019
Q1 | $3.9M | Buy |
35,588
+1,245
| +4% | +$137K | 1.24% | 20 |
|
|
2018
Q4 | $3.36M | Buy |
+34,343
| New | +$3.36M | 1.28% | 23 |
|