SWM
Sugarloaf Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $29.9M | Buy |
374,230
+14,195
| +4% | +$1.14M | 5.66% | 5 |
|
|
2024
Q3 | $31.8M | Buy |
360,035
+6,195
| +2% | +$547K | 6.01% | 3 |
|
|
2024
Q2 | $28.8M | Buy |
353,840
+7,592
| +2% | +$617K | 5.83% | 4 |
|
|
2024
Q1 | $28.2M | Buy |
346,248
+45,713
| +15% | +$3.73M | 5.85% | 4 |
|
|
2023
Q4 | $23.8M | Sell |
300,535
-8,029
| -3% | -$637K | 5.75% | 4 |
|
|
2023
Q3 | $22M | Buy |
308,564
+26,903
| +10% | +$1.92M | 5.57% | 4 |
|
|
2023
Q2 | $21.1M | Buy |
281,661
+17,437
| +7% | +$1.31M | 4.95% | 5 |
|
|
2023
Q1 | $19.5M | Buy |
264,224
+15,573
| +6% | +$1.15M | 4.78% | 5 |
|
|
2022
Q4 | $17.3M | Buy |
248,651
+12,649
| +5% | +$881K | 4.35% | 6 |
|
|
2022
Q3 | $14.6M | Buy |
236,002
+9,548
| +4% | +$593K | 3.75% | 6 |
|
|
2022
Q2 | $15.5M | Buy |
+226,454
| New | +$15.5M | 3.89% | 6 |
|