PPWP
Proquility Private Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10,698
| Closed | -$2.09M | – | 93 |
|
2024
Q4 | $2.09M | Buy |
10,698
+2,646
| +33% | +$518K | 0.67% | 45 |
|
2024
Q3 | $1.59M | Buy |
8,052
+5,557
| +223% | +$1.1M | 0.51% | 56 |
|
2024
Q2 | $455K | Buy |
+2,495
| New | +$455K | 0.16% | 81 |
|
2024
Q1 | – | Sell |
-2,715
| Closed | -$463K | – | 88 |
|
2023
Q4 | $463K | Buy |
+2,715
| New | +$463K | 0.18% | 81 |
|
2023
Q1 | – | Sell |
-5,335
| Closed | -$810K | – | 102 |
|
2022
Q4 | $810K | Buy |
+5,335
| New | +$810K | 0.33% | 68 |
|