SWA
SFMG 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 | $539K | Hold |
2,636
| – | – | 0.04% | 147 |
|
|
2025
Q1 | $511K | Buy |
2,636
+513
| +24% | +$99.5K | 0.04% | 146 |
|
|
2024
Q4 | $416K | Buy |
2,123
+109
| +5% | +$21.3K | 0.03% | 172 |
|
|
2024
Q3 | $399K | Sell |
2,014
-116
| -5% | -$23K | 0.03% | 171 |
|
|
2024
Q2 | $389K | Hold |
2,130
| – | – | 0.03% | 169 |
|
|
2024
Q1 | $389K | Buy |
2,130
+5
| +0.2% | +$913 | 0.03% | 172 |
|
|
2023
Q4 | $362K | Buy |
2,125
+12
| +0.6% | +$2.05K | 0.03% | 170 |
|
|
2023
Q3 | $328K | Buy |
2,113
+7
| +0.3% | +$1.09K | 0.03% | 170 |
|
|
2023
Q2 | $342K | Sell |
2,106
-336
| -14% | -$54.6K | 0.04% | 164 |
|
|
2023
Q1 | $376K | Sell |
2,442
-1,119
| -31% | -$172K | 0.04% | 157 |
|
|
2022
Q4 | $541K | Buy |
3,561
+1,231
| +53% | +$187K | 0.06% | 130 |
|
|
2022
Q3 | $315K | Sell |
2,330
-305
| -12% | -$41.2K | 0.04% | 167 |
|
|
2022
Q2 | $378K | Buy |
2,635
+652
| +33% | +$93.5K | 0.04% | 155 |
|
|
2022
Q1 | $321K | Buy |
1,983
+9
| +0.5% | +$1.46K | 0.03% | 192 |
|
|
2021
Q4 | $339K | Buy |
1,974
+51
| +3% | +$8.76K | 0.03% | 186 |
|
|
2021
Q3 | $295K | Buy |
+1,923
| New | +$295K | 0.03% | 195 |
|
|
2021
Q1 | – | Sell |
-1,866
| Closed | -$263K | – | 253 |
|
|
2020
Q4 | $263K | Buy |
1,866
+8
| +0.4% | +$1.13K | 0.03% | 179 |
|
|
2020
Q3 | $239K | Buy |
+1,858
| New | +$239K | 0.03% | 153 |
|
|
2015
Q2 | – | Sell |
-5,250
| Closed | -$422K | – | 166 |
|
|
2015
Q1 | $422K | Buy |
+5,250
| New | +$422K | 0.03% | 111 |
|