SVWAG
Sound View Wealth Advisors Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Sell |
87,969
-3,629
| -4% | -$743K | 1.33% | 18 |
|
|
2025
Q1 | $17.8M | Sell |
91,598
-1,448
| -2% | -$281K | 1.46% | 14 |
|
|
2024
Q4 | $18.2M | Buy |
93,046
+1,337
| +1% | +$262K | 1.47% | 14 |
|
|
2024
Q3 | $18.2M | Buy |
91,709
+7,120
| +8% | +$1.41M | 1.48% | 14 |
|
|
2024
Q2 | $15.4M | Sell |
84,589
-1,078
| -1% | -$197K | 1.59% | 13 |
|
|
2024
Q1 | $15.6M | Sell |
85,667
-4,925
| -5% | -$899K | 1.67% | 11 |
|
|
2023
Q4 | $15.4M | Buy |
90,592
+4,828
| +6% | +$823K | 1.7% | 10 |
|
|
2023
Q3 | $13.3M | Buy |
85,764
+6,345
| +8% | +$986K | 1.66% | 12 |
|
|
2023
Q2 | $12.9M | Sell |
79,419
-737
| -0.9% | -$120K | 1.69% | 11 |
|
|
2023
Q1 | $12.3M | Sell |
80,156
-10,436
| -12% | -$1.61M | 1.69% | 12 |
|
|
2022
Q4 | $15.4M | Buy |
90,592
+34,681
| +62% | +$5.91M | 1.7% | 10 |
|
|
2022
Q3 | $7.56M | Sell |
55,911
-1,111
| -2% | -$150K | 1.69% | 11 |
|
|
2022
Q2 | $8.18M | Sell |
57,022
-301
| -0.5% | -$43.2K | 1.71% | 10 |
|
|
2022
Q1 | $9.3M | Sell |
57,323
-503
| -0.9% | -$81.6K | 1.77% | 11 |
|
|
2021
Q4 | $9.93M | Sell |
57,826
-5,746
| -9% | -$987K | 1.88% | 10 |
|
|
2021
Q3 | $9.77M | Sell |
63,572
-353
| -0.6% | -$54.2K | 2.04% | 7 |
|
|
2021
Q2 | $9.9M | Sell |
63,925
-673
| -1% | -$104K | 2.08% | 5 |
|
|
2021
Q1 | $9.5M | Buy |
64,598
+41
| +0.1% | +$6.03K | 2.21% | 5 |
|
|
2020
Q4 | $9.11M | Buy |
64,557
+332
| +0.5% | +$46.9K | 2.23% | 5 |
|
|
2020
Q3 | $8.26M | Buy |
64,225
+2,188
| +4% | +$282K | 2.18% | 6 |
|
|
2020
Q2 | $7.27M | Buy |
62,037
+19,367
| +45% | +$2.27M | 2.05% | 5 |
|
|
2020
Q1 | $4.41M | Buy |
42,670
+6,378
| +18% | +$659K | 1.52% | 13 |
|
|
2019
Q4 | $4.52M | Buy |
36,292
+6,243
| +21% | +$778K | 1.28% | 22 |
|
|
2019
Q3 | $3.59M | Buy |
30,049
+5,397
| +22% | +$645K | 1.07% | 28 |
|
|
2019
Q2 | $2.84M | Buy |
+24,652
| New | +$2.84M | 0.84% | 38 |
|