SWM
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Southern Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Southern Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		$272K Buy
1,766
+364
+26% +$56.1K 0.11% 58
2022
Q4 		$213K Buy
+1,402
New +$213K 0.09% 59