SWA
VIG icon

Sterling 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
$3.17M Sell
15,408
-605
-4% -$125K 2.25% 9
2025
Q1
$3.11M Sell
16,013
-363
-2% -$70.4K 2.39% 9
2024
Q4
$3.21M Buy
+16,376
New +$3.21M 2.52% 9