SWM
Seaside 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 | $758K | Hold |
3,702
| – | – | 0.24% | 29 |
|
|
2025
Q1 | $718K | Sell |
3,702
-33
| -0.9% | -$6.4K | 0.26% | 27 |
|
|
2024
Q4 | $731K | Buy |
3,735
+32
| +0.9% | +$6.27K | 0.27% | 28 |
|
|
2024
Q3 | $733K | Buy |
3,703
+18
| +0.5% | +$3.57K | 0.28% | 27 |
|
|
2024
Q2 | $673K | Hold |
3,685
| – | – | 0.28% | 28 |
|
|
2024
Q1 | $673K | Buy |
3,685
+15
| +0.4% | +$2.74K | 0.29% | 27 |
|
|
2023
Q4 | $625K | Buy |
3,670
+38
| +1% | +$6.47K | 0.29% | 26 |
|
|
2023
Q3 | $564K | Buy |
3,632
+17
| +0.5% | +$2.64K | 0.29% | 26 |
|
|
2023
Q2 | $587K | Sell |
3,615
-6
| -0.2% | -$974 | 0.3% | 27 |
|
|
2023
Q1 | $558K | Buy |
3,621
+18
| +0.5% | +$2.77K | 0.34% | 26 |
|
|
2022
Q4 | $547K | Buy |
3,603
+21
| +0.6% | +$3.19K | 0.36% | 26 |
|
|
2022
Q3 | $533K | Buy |
3,582
+18
| +0.5% | +$2.68K | 0.37% | 26 |
|
|
2022
Q2 | $547K | Buy |
+3,564
| New | +$547K | 0.41% | 24 |
|