MWPCG
Measured Wealth Private Client Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
1,129
| – | – | 0.07% | 164 |
|
|
2025
Q1 | $219K | Sell |
1,129
-695
| -38% | -$135K | 0.07% | 160 |
|
|
2024
Q4 | $357K | Hold |
1,824
| – | – | 0.12% | 115 |
|
|
2024
Q3 | $361K | Hold |
1,824
| – | – | 0.12% | 114 |
|
|
2024
Q2 | $333K | Hold |
1,824
| – | – | 0.12% | 139 |
|
|
2024
Q1 | $333K | Hold |
1,824
| – | – | 0.12% | 136 |
|
|
2023
Q4 | $311K | Hold |
1,824
| – | – | 0.11% | 130 |
|
|
2023
Q3 | $283K | Hold |
1,824
| – | – | 0.11% | 129 |
|
|
2023
Q2 | $296K | Hold |
1,824
| – | – | 0.11% | 141 |
|
|
2023
Q1 | $281K | Hold |
1,824
| – | – | 0.11% | 142 |
|
|
2022
Q4 | $277K | Sell |
1,824
-789
| -30% | -$120K | 0.11% | 126 |
|
|
2022
Q3 | $353K | Hold |
2,613
| – | – | 0.16% | 89 |
|
|
2022
Q2 | $375K | Buy |
2,613
+16
| +0.6% | +$2.3K | 0.17% | 93 |
|
|
2022
Q1 | $421K | Hold |
2,597
| – | – | 0.15% | 82 |
|
|
2021
Q4 | $446K | Hold |
2,597
| – | – | 0.16% | 84 |
|
|
2021
Q3 | $399K | Hold |
2,597
| – | – | 0.15% | 88 |
|
|
2021
Q2 | $402K | Sell |
2,597
-20
| -0.8% | -$3.1K | 0.13% | 103 |
|
|
2021
Q1 | $385K | Hold |
2,617
| – | – | 0.14% | 88 |
|
|
2020
Q4 | $369K | Hold |
2,617
| – | – | 0.15% | 78 |
|
|
2020
Q3 | $337K | Buy |
2,617
+68
| +3% | +$8.76K | 0.16% | 80 |
|
|
2020
Q2 | $299K | Hold |
2,549
| – | – | 0.17% | 75 |
|
|
2020
Q1 | $264K | Sell |
2,549
-40
| -2% | -$4.14K | 0.21% | 72 |
|
|
2019
Q4 | $323K | Sell |
2,589
-65
| -2% | -$8.11K | 0.22% | 71 |
|
|
2019
Q3 | $317K | Sell |
2,654
-1,013
| -28% | -$121K | 0.2% | 77 |
|
|
2019
Q2 | $422K | Sell |
3,667
-242
| -6% | -$27.8K | 0.24% | 83 |
|
|
2019
Q1 | $429K | Buy |
3,909
+2
| +0.1% | +$219 | 0.26% | 76 |
|
|
2018
Q4 | $383K | Sell |
3,907
-7
| -0.2% | -$686 | 0.35% | 47 |
|
|
2018
Q3 | $433K | Sell |
3,914
-35
| -0.9% | -$3.87K | 0.26% | 63 |
|
|
2018
Q2 | $401K | Buy |
+3,949
| New | +$401K | 0.33% | 61 |
|
|
2017
Q3 | $551K | Buy |
+5,815
| New | +$551K | 0.75% | 26 |
|