RWMH
Riverpoint Wealth Management Holdings’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
18,968
-41
| -0.2% | -$8.39K | 0.91% | 13 |
|
|
2025
Q1 | $3.69M | Buy |
19,009
+68
| +0.4% | +$13.2K | 0.95% | 15 |
|
|
2024
Q4 | $3.71M | Buy |
18,941
+20
| +0.1% | +$3.92K | 0.97% | 15 |
|
|
2024
Q3 | $3.75M | Sell |
18,921
-709
| -4% | -$140K | 0.96% | 15 |
|
|
2024
Q2 | $3.58M | Sell |
19,630
-451
| -2% | -$82.3K | 0.99% | 15 |
|
|
2024
Q1 | $3.67M | Sell |
20,081
-12
| -0.1% | -$2.19K | 1.02% | 15 |
|
|
2023
Q4 | $3.42M | Buy |
20,093
+172
| +0.9% | +$29.3K | 1.01% | 15 |
|
|
2023
Q3 | $3.1M | Buy |
19,921
+61
| +0.3% | +$9.48K | 1.02% | 14 |
|
|
2023
Q2 | $3.23M | Hold |
19,860
| – | – | 1.02% | 14 |
|
|
2023
Q1 | $3.06M | Buy |
19,860
+18
| +0.1% | +$2.77K | 1.06% | 13 |
|
|
2022
Q4 | $3.01M | Buy |
19,842
+80
| +0.4% | +$12.1K | 1.11% | 13 |
|
|
2022
Q3 | $2.67M | Buy |
19,762
+70
| +0.4% | +$9.46K | 1.14% | 13 |
|
|
2022
Q2 | $2.83M | Buy |
19,692
+67
| +0.3% | +$9.61K | 1.14% | 13 |
|
|
2022
Q1 | $3.18M | Buy |
19,625
+69
| +0.4% | +$11.2K | 1.1% | 13 |
|
|
2021
Q4 | $3.36M | Sell |
19,556
-405
| -2% | -$69.6K | 1.14% | 13 |
|
|
2021
Q3 | $3.07M | Buy |
19,961
+73
| +0.4% | +$11.2K | 1.08% | 13 |
|
|
2021
Q2 | $3.08M | Buy |
19,888
+71
| +0.4% | +$11K | 0.85% | 19 |
|
|
2021
Q1 | $2.92M | Buy |
19,817
+57
| +0.3% | +$8.38K | 0.88% | 19 |
|
|
2020
Q4 | $2.79M | Sell |
19,760
-690
| -3% | -$97.4K | 0.88% | 19 |
|
|
2020
Q3 | $2.63M | Buy |
20,450
+84
| +0.4% | +$10.8K | 0.96% | 18 |
|
|
2020
Q2 | $2.39M | Hold |
20,366
| – | – | 0.93% | 19 |
|
|
2020
Q1 | $2.11M | Buy |
20,366
+258
| +1% | +$26.7K | 1.03% | 19 |
|
|
2019
Q4 | $2.51M | Buy |
20,108
+78
| +0.4% | +$9.73K | 1% | 18 |
|
|
2019
Q3 | $2.4M | Buy |
20,030
+75
| +0.4% | +$8.97K | 1.06% | 17 |
|
|
2019
Q2 | $2.3M | Buy |
19,955
+1,375
| +7% | +$158K | 1.05% | 17 |
|
|
2019
Q1 | $2.04M | Sell |
18,580
-1,233
| -6% | -$135K | 0.98% | 17 |
|
|
2018
Q4 | $1.94M | Sell |
19,813
-767
| -4% | -$75.2K | 1.08% | 17 |
|
|
2018
Q3 | $2.28M | Buy |
20,580
+93
| +0.5% | +$10.3K | 1.16% | 13 |
|
|
2018
Q2 | $2.08M | Buy |
20,487
+1
| +0% | +$102 | 1.16% | 14 |
|
|
2018
Q1 | $2.07M | Buy |
20,486
+63
| +0.3% | +$6.37K | 1.25% | 14 |
|
|
2017
Q4 | $2.08M | Buy |
20,423
+91
| +0.4% | +$9.29K | 1.3% | 13 |
|
|
2017
Q3 | $1.94M | Sell |
20,332
-510
| -2% | -$48.6K | 1.27% | 14 |
|
|
2017
Q2 | $1.93M | Sell |
20,842
-232
| -1% | -$21.5K | 1.36% | 12 |
|
|
2017
Q1 | $1.88M | Buy |
21,074
+83
| +0.4% | +$7.4K | 1.42% | 12 |
|
|
2016
Q4 | $1.81M | Buy |
+20,991
| New | +$1.81M | 1.47% | 11 |
|