MAWA
Moss Adams Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,138
| Closed | -$392K | – | 220 |
|
|
2024
Q2 | $392K | Buy |
2,138
+421
| +25% | +$77.2K | 0.05% | 101 |
|
|
2024
Q1 | $314K | Hold |
1,717
| – | – | 0.05% | 106 |
|
|
2023
Q4 | $293K | Buy |
1,717
+4
| +0.2% | +$682 | 0.06% | 86 |
|
|
2023
Q3 | $267K | Buy |
1,713
+8
| +0.5% | +$1.25K | 0.09% | 73 |
|
|
2023
Q2 | $278K | Hold |
1,705
| – | – | 0.09% | 68 |
|
|
2023
Q1 | $263K | Buy |
1,705
+8
| +0.5% | +$1.23K | 0.09% | 76 |
|
|
2022
Q4 | $258K | Buy |
+1,697
| New | +$258K | 0.13% | 84 |
|