MWA
Monograph Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
6,627
-147
| -2% | -$30.2K | 0.17% | 46 |
|
|
2025
Q1 | $1.31M | Buy |
6,774
+4
| +0.1% | +$776 | 0.18% | 43 |
|
|
2024
Q4 | $1.33M | Buy |
6,770
+8
| +0.1% | +$1.57K | 0.18% | 46 |
|
|
2024
Q3 | $1.34M | Buy |
6,762
+4
| +0.1% | +$796 | 0.18% | 44 |
|
|
2024
Q2 | $1.24M | Hold |
6,758
| – | – | 0.18% | 40 |
|
|
2024
Q1 | $1.23M | Sell |
6,758
-2,356
| -26% | -$430K | 0.18% | 44 |
|
|
2023
Q4 | $1.55M | Buy |
9,114
+11
| +0.1% | +$1.87K | 0.28% | 30 |
|
|
2023
Q3 | $1.42M | Buy |
9,103
+4
| +0% | +$625 | 0.28% | 34 |
|
|
2023
Q2 | $1.48M | Hold |
9,099
| – | – | 0.32% | 26 |
|
|
2023
Q1 | $1.4M | Sell |
9,099
-2,495
| -22% | -$384K | 0.33% | 25 |
|
|
2022
Q4 | $1.76M | Buy |
11,594
+6
| +0.1% | +$911 | 0.47% | 21 |
|
|
2022
Q3 | $1.57M | Buy |
11,588
+5
| +0% | +$676 | 0.51% | 18 |
|
|
2022
Q2 | $1.66M | Buy |
11,583
+5
| +0% | +$717 | 0.48% | 18 |
|
|
2022
Q1 | $1.88M | Sell |
11,578
-2,803
| -19% | -$454K | 0.47% | 21 |
|
|
2021
Q4 | $2.47M | Buy |
+14,381
| New | +$2.47M | 0.62% | 19 |
|