SWM
Sagace Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
9,115
-1,166
| -11% | -$239K | 1.39% | 31 |
|
|
2025
Q1 | $1.99M | Sell |
10,281
-283
| -3% | -$54.9K | 1.51% | 25 |
|
|
2024
Q4 | $2.07M | Sell |
10,564
-2,518
| -19% | -$493K | 1.55% | 21 |
|
|
2024
Q3 | $2.63M | Buy |
13,082
+1,435
| +12% | +$289K | 2.03% | 16 |
|
|
2024
Q2 | $2.2M | Buy |
+11,647
| New | +$2.2M | 2.15% | 15 |
|