NFA
Northwest Financial 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 | $4.33M | Buy |
21,172
+41
| +0.2% | +$8.39K | 6.05% | 1 |
|
|
2025
Q1 | $4.1M | Buy |
21,131
+44
| +0.2% | +$8.54K | 3.4% | 6 |
|
|
2024
Q4 | $4.13M | Buy |
21,087
+11
| +0.1% | +$2.15K | 3.41% | 6 |
|
|
2024
Q3 | $4.17M | Buy |
21,076
+1,495
| +8% | +$296K | 3.32% | 5 |
|
|
2024
Q2 | $3.57M | Buy |
19,581
+102
| +0.5% | +$18.6K | 3.63% | 6 |
|
|
2024
Q1 | $3.56M | Buy |
19,479
+2,339
| +14% | +$427K | 3.91% | 6 |
|
|
2023
Q4 | $2.92M | Buy |
+17,140
| New | +$2.92M | 2.48% | 7 |
|