MSWM
McGlone Suttner Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Sell |
31,510
-67
| -0.2% | -$13.7K | 0.97% | 15 |
|
|
2025
Q1 | $6.13M | Sell |
31,577
-880
| -3% | -$171K | 1.01% | 14 |
|
|
2024
Q4 | $6.36M | Buy |
32,457
+3,335
| +11% | +$653K | 1.06% | 15 |
|
|
2024
Q3 | $5.77M | Sell |
29,122
-5,984
| -17% | -$1.19M | 1.2% | 15 |
|
|
2024
Q2 | $5.98M | Buy |
35,106
+349
| +1% | +$59.5K | 1.23% | 13 |
|
|
2024
Q1 | $6.35M | Sell |
34,757
-349
| -1% | -$63.7K | 1.19% | 15 |
|
|
2023
Q4 | $5.98M | Sell |
35,106
-609
| -2% | -$104K | 1.18% | 13 |
|
|
2023
Q3 | $5.55M | Sell |
35,715
-33
| -0.1% | -$5.13K | 1.29% | 13 |
|
|
2023
Q2 | $5.81M | Sell |
35,748
-459
| -1% | -$74.6K | 1.33% | 12 |
|
|
2023
Q1 | $5.58M | Sell |
36,207
-1,126
| -3% | -$173K | 1.43% | 13 |
|
|
2022
Q4 | $5.67M | Buy |
+37,333
| New | +$5.67M | 1.8% | 12 |
|