MSWA
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Marshall & Sterling Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.84M Sell
28,650
-659
-2% -$134K 3.96% 6
2025
Q1 		$5.68M Buy
29,309
+1,727
+6% +$335K 3.86% 5
2024
Q4 		$5.4M Buy
+27,582
New +$5.4M 3.73% 7