NIWA
New Insight 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 | $5.19M | Buy |
25,337
+619
| +3% | +$127K | 2.13% | 13 |
|
|
2025
Q1 | $4.8M | Buy |
24,718
+1,245
| +5% | +$242K | 2.18% | 12 |
|
|
2024
Q4 | $4.6M | Buy |
23,473
+1,834
| +8% | +$359K | 2.3% | 14 |
|
|
2024
Q3 | $4.29M | Buy |
21,639
+415
| +2% | +$82.2K | 2.26% | 14 |
|
|
2024
Q2 | $3.87M | Sell |
21,224
-954
| -4% | -$174K | 2.28% | 14 |
|
|
2024
Q1 | $4.05M | Sell |
22,178
-234
| -1% | -$42.7K | 2.53% | 13 |
|
|
2023
Q4 | $3.82M | Buy |
+22,412
| New | +$3.82M | 2.57% | 14 |
|