PWMG
Pioneer Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
+1,541
| New | +$315K | 0.12% | 40 |
|
|
2024
Q2 | – | Sell |
-1,540
| Closed | -$281K | – | 42 |
|
|
2024
Q1 | $281K | Sell |
1,540
-31
| -2% | -$5.66K | 0.16% | 32 |
|
|
2023
Q4 | $268K | Sell |
1,571
-68
| -4% | -$11.6K | 0.17% | 31 |
|
|
2023
Q3 | $255K | Sell |
1,639
-43
| -3% | -$6.68K | 0.19% | 33 |
|
|
2023
Q2 | $273K | Sell |
1,682
-18
| -1% | -$2.92K | 0.22% | 32 |
|
|
2023
Q1 | $262K | Sell |
1,700
-75
| -4% | -$11.5K | 0.23% | 30 |
|
|
2022
Q4 | $270K | Buy |
+1,775
| New | +$270K | 0.25% | 32 |
|