MWC
MBM Wealth Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-624
| Closed | -$96K | – | 270 |
|
2023
Q1 | $96K | Hold |
624
| – | – | 0.04% | 129 |
|
2022
Q4 | $95K | Hold |
624
| – | – | 0.04% | 134 |
|
2022
Q3 | $86K | Hold |
624
| – | – | 0.04% | 123 |
|
2022
Q2 | $90K | Hold |
624
| – | – | 0.04% | 112 |
|
2022
Q1 | $101K | Hold |
624
| – | – | 0.04% | 124 |
|
2021
Q4 | $107K | Hold |
624
| – | – | 0.04% | 120 |
|
2021
Q3 | $96K | Hold |
624
| – | – | 0.04% | 130 |
|
2021
Q2 | $97K | Hold |
624
| – | – | 0.05% | 122 |
|
2021
Q1 | $92K | Hold |
624
| – | – | 0.05% | 118 |
|
2020
Q4 | $88K | Hold |
624
| – | – | 0.05% | 110 |
|
2020
Q3 | $80K | Hold |
624
| – | – | 0.05% | 110 |
|
2020
Q2 | $73K | Hold |
624
| – | – | 0.05% | 102 |
|
2020
Q1 | $65K | Hold |
624
| – | – | 0.05% | 99 |
|
2019
Q4 | $78K | Hold |
624
| – | – | 0.06% | 104 |
|
2019
Q3 | $75K | Hold |
624
| – | – | 0.06% | 104 |
|
2019
Q2 | $72K | Hold |
624
| – | – | 0.06% | 108 |
|
2019
Q1 | $68K | Hold |
624
| – | – | 0.06% | 109 |
|
2018
Q4 | $61K | Buy |
+624
| New | +$61K | 0.06% | 120 |
|