SWA
Strategies 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 | $15.1M | Buy |
73,669
+17,678
| +32% | +$3.62M | 1.65% | 12 |
|
|
2025
Q1 | $10.9M | Buy |
55,991
+1,536
| +3% | +$298K | 1.33% | 12 |
|
|
2024
Q4 | $11.1M | Buy |
54,455
+2
| +0% | +$406 | 1.38% | 12 |
|
|
2024
Q3 | $10.8M | Sell |
54,453
-311
| -0.6% | -$61.6K | 1.44% | 13 |
|
|
2024
Q2 | $10M | Sell |
54,764
-14,839
| -21% | -$2.71M | 1.46% | 13 |
|
|
2024
Q1 | $12.7M | Sell |
69,603
-388
| -0.6% | -$70.9K | 1.96% | 12 |
|
|
2023
Q4 | $11.9M | Sell |
69,991
-1,906
| -3% | -$325K | 2.04% | 12 |
|
|
2023
Q3 | $11.2M | Sell |
71,897
-207
| -0.3% | -$32.2K | 2.19% | 13 |
|
|
2023
Q2 | $11.7M | Sell |
72,104
-4,266
| -6% | -$693K | 2.39% | 11 |
|
|
2023
Q1 | $11.8M | Buy |
76,370
+2,008
| +3% | +$309K | 2.59% | 11 |
|
|
2022
Q4 | $11.3M | Buy |
+74,362
| New | +$11.3M | 2.78% | 11 |
|
|
2022
Q2 | $6.24M | Buy |
43,490
+20,296
| +88% | +$2.91M | 1.79% | 12 |
|
|
2022
Q1 | $3.76M | Buy |
23,194
+2,152
| +10% | +$349K | 1.01% | 17 |
|
|
2021
Q4 | $3.61M | Buy |
+21,042
| New | +$3.61M | 1.01% | 20 |
|