SWMP
Signature Wealth Management Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
1,365
| – | – | 0.16% | 89 |
|
|
2025
Q1 | $265K | Hold |
1,365
| – | – | 0.17% | 89 |
|
|
2024
Q4 | $267K | Buy |
1,365
+29
| +2% | +$5.68K | 0.18% | 85 |
|
|
2024
Q3 | $265K | Hold |
1,336
| – | – | 0.19% | 84 |
|
|
2024
Q2 | $244K | Buy |
+1,336
| New | +$244K | 0.19% | 89 |
|