PWA
Phoenix 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 | $202K | Buy |
+987
| New | +$202K | 0.08% | 122 |
|
|
2024
Q3 | – | Sell |
-1,587
| Closed | -$290K | – | 126 |
|
|
2024
Q2 | $290K | Buy |
+1,587
| New | +$290K | 0.15% | 104 |
|
|
2022
Q3 | – | Sell |
-1,405
| Closed | -$202K | – | 119 |
|
|
2022
Q2 | $202K | Sell |
1,405
-632
| -31% | -$90.9K | 0.2% | 106 |
|
|
2022
Q1 | $329K | Hold |
2,037
| – | – | 0.34% | 65 |
|
|
2021
Q4 | $350K | Hold |
2,037
| – | – | 0.26% | 81 |
|
|
2021
Q3 | $313K | Hold |
2,037
| – | – | 0.23% | 88 |
|
|
2021
Q2 | $318K | Hold |
2,037
| – | – | 0.23% | 92 |
|
|
2021
Q1 | $302K | Buy |
2,037
+140
| +7% | +$20.8K | 0.23% | 81 |
|
|
2020
Q4 | $268K | Buy |
+1,897
| New | +$268K | 0.2% | 83 |
|