SWA
Safir 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 | $10.8M | Buy |
52,817
+885
| +2% | +$181K | 7.93% | 4 |
|
|
2025
Q1 | $10.1M | Buy |
51,932
+1,156
| +2% | +$224K | 8% | 5 |
|
|
2024
Q4 | $9.94M | Buy |
50,776
+1,312
| +3% | +$257K | 7.67% | 4 |
|
|
2024
Q3 | $9.8M | Buy |
49,464
+220
| +0.4% | +$43.6K | 7.53% | 5 |
|
|
2024
Q2 | $8.99M | Sell |
49,244
-146
| -0.3% | -$26.7K | 7.37% | 4 |
|
|
2024
Q1 | $9.02M | Buy |
49,390
+2,222
| +5% | +$406K | 7.4% | 4 |
|
|
2023
Q4 | $8.04M | Sell |
47,168
-472
| -1% | -$80.4K | 7.23% | 5 |
|
|
2023
Q3 | $7.4M | Sell |
47,640
-737
| -2% | -$115K | 7.16% | 5 |
|
|
2023
Q2 | $7.86M | Buy |
48,377
+2,697
| +6% | +$438K | 7.27% | 5 |
|
|
2023
Q1 | $7.04M | Sell |
45,680
-1,576
| -3% | -$243K | 6.94% | 6 |
|
|
2022
Q4 | $7.18M | Sell |
47,256
-540
| -1% | -$82K | 7.31% | 6 |
|
|
2022
Q3 | $6.46M | Sell |
47,796
-120
| -0.3% | -$16.2K | 6.72% | 6 |
|
|
2022
Q2 | $6.88M | Sell |
47,916
-607
| -1% | -$87.1K | 6.73% | 6 |
|
|
2022
Q1 | $7.87M | Sell |
48,523
-103
| -0.2% | -$16.7K | 6.57% | 5 |
|
|
2021
Q4 | $8.35M | Sell |
48,626
-1,608
| -3% | -$276K | 6.5% | 5 |
|
|
2021
Q3 | $7.72M | Buy |
50,234
+77
| +0.2% | +$11.8K | 6.46% | 5 |
|
|
2021
Q2 | $7.76M | Buy |
50,157
+528
| +1% | +$81.7K | 6.59% | 5 |
|
|
2021
Q1 | $7.3M | Sell |
49,629
-144
| -0.3% | -$21.2K | 6.69% | 5 |
|
|
2020
Q4 | $7.03M | Buy |
+49,773
| New | +$7.03M | 6.53% | 5 |
|