SVWAG
Sound View Wealth Advisors Group’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3M | Buy |
33,332
+3,901
| +13% | +$352K | 0.22% | 102 |
|
2025
Q1 | $2.44M | Buy |
29,431
+4,405
| +18% | +$365K | 0.2% | 105 |
|
2024
Q4 | $2M | Buy |
25,026
+1,086
| +5% | +$86.9K | 0.16% | 120 |
|
2024
Q3 | $2.11M | Buy |
23,940
+6,372
| +36% | +$563K | 0.17% | 121 |
|
2024
Q2 | $1.43M | Buy |
17,568
+4,359
| +33% | +$354K | 0.15% | 132 |
|
2024
Q1 | $1.08M | Buy |
13,209
+890
| +7% | +$72.6K | 0.11% | 155 |
|
2023
Q4 | $977K | Buy |
12,319
+5,345
| +77% | +$424K | 0.11% | 161 |
|
2023
Q3 | $497K | Buy |
6,974
+3,913
| +128% | +$279K | 0.06% | 218 |
|
2023
Q2 | $230K | Buy |
+3,061
| New | +$230K | 0.03% | 328 |
|
2023
Q1 | – | Sell |
-12,319
| Closed | -$977K | – | 409 |
|
2022
Q4 | $977K | Buy |
+12,319
| New | +$977K | 0.11% | 161 |
|