SWM
Selective 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 | $685K | Buy |
3,314
+1
| +0% | +$207 | 0.25% | 43 |
|
|
2025
Q1 | $612K | Sell |
3,313
-286
| -8% | -$52.8K | 0.27% | 49 |
|
|
2024
Q4 | $703K | Sell |
3,599
-221
| -6% | -$43.1K | 0.29% | 46 |
|
|
2024
Q3 | $752K | Buy |
3,820
+85
| +2% | +$16.7K | 0.31% | 46 |
|
|
2024
Q2 | $686K | Buy |
3,735
+16
| +0.4% | +$2.94K | 0.3% | 45 |
|
|
2024
Q1 | $660K | Buy |
+3,719
| New | +$660K | 0.29% | 46 |
|
|
2022
Q4 | – | Sell |
-845
| Closed | -$114K | – | 700 |
|
|
2022
Q3 | $114K | Buy |
845
+205
| +32% | +$27.7K | 0.05% | 189 |
|
|
2022
Q2 | $92K | Buy |
640
+3
| +0.5% | +$431 | 0.03% | 228 |
|
|
2022
Q1 | $103K | Buy |
637
+2
| +0.3% | +$323 | 0.04% | 203 |
|
|
2021
Q4 | $109K | Buy |
635
+2
| +0.3% | +$343 | 0.04% | 187 |
|
|
2021
Q3 | $97K | Buy |
633
+2
| +0.3% | +$306 | 0.05% | 190 |
|
|
2021
Q2 | $98K | Sell |
631
-869
| -58% | -$135K | 0.08% | 124 |
|
|
2021
Q1 | $221K | Sell |
1,500
-338
| -18% | -$49.8K | 0.2% | 53 |
|
|
2020
Q4 | $260K | Buy |
1,838
+47
| +3% | +$6.65K | 0.17% | 49 |
|
|
2020
Q3 | $230K | Buy |
1,791
+5
| +0.3% | +$642 | 0.18% | 43 |
|
|
2020
Q2 | $209K | Buy |
1,786
+104
| +6% | +$12.2K | 0.17% | 43 |
|
|
2020
Q1 | $174K | Hold |
1,682
| – | – | 0.27% | 21 |
|
|
2019
Q4 | $210K | Sell |
1,682
-65
| -4% | -$8.12K | 0.25% | 24 |
|
|
2019
Q3 | $209K | Sell |
1,747
-525
| -23% | -$62.8K | 0.29% | 30 |
|
|
2019
Q2 | $262K | Buy |
+2,272
| New | +$262K | 0.42% | 28 |
|