SWP
Summit Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Hold |
6,252
| – | – | 0.24% | 70 |
|
|
2025
Q1 | $1.21M | Sell |
6,252
-40
| -0.6% | -$7.76K | 0.25% | 69 |
|
|
2024
Q4 | $1.23M | Buy |
6,292
+2
| +0% | +$392 | 0.25% | 69 |
|
|
2024
Q3 | $1.25M | Sell |
6,290
-664
| -10% | -$132K | 0.24% | 77 |
|
|
2024
Q2 | $1.27M | Sell |
6,954
-8
| -0.1% | -$1.46K | 0.26% | 71 |
|
|
2024
Q1 | $1.27M | Hold |
6,962
| – | – | 0.27% | 67 |
|
|
2023
Q4 | $1.19M | Sell |
6,962
-1,032
| -13% | -$176K | 0.28% | 62 |
|
|
2023
Q3 | $1.24M | Buy |
7,994
+2
| +0% | +$311 | 0.32% | 56 |
|
|
2023
Q2 | $1.3M | Hold |
7,992
| – | – | 0.33% | 52 |
|
|
2023
Q1 | $1.23M | Buy |
7,992
+5
| +0.1% | +$770 | 0.32% | 54 |
|
|
2022
Q4 | $1.21M | Buy |
7,987
+6
| +0.1% | +$911 | 0.32% | 55 |
|
|
2022
Q3 | $1.08M | Buy |
7,981
+5
| +0.1% | +$676 | 0.3% | 54 |
|
|
2022
Q2 | $1.14M | Buy |
7,976
+417
| +6% | +$59.8K | 0.31% | 50 |
|
|
2022
Q1 | $1.23M | Buy |
7,559
+4
| +0.1% | +$649 | 0.28% | 49 |
|
|
2021
Q4 | $1.3M | Buy |
7,555
+34
| +0.5% | +$5.84K | 0.28% | 50 |
|
|
2021
Q3 | $1.16M | Sell |
7,521
-150
| -2% | -$23K | 0.27% | 49 |
|
|
2021
Q2 | $1.19M | Buy |
7,671
+1,372
| +22% | +$212K | 0.28% | 51 |
|
|
2021
Q1 | $926K | Buy |
6,299
+45
| +0.7% | +$6.62K | 0.24% | 55 |
|
|
2020
Q4 | $883K | Buy |
6,254
+10
| +0.2% | +$1.41K | 0.24% | 61 |
|
|
2020
Q3 | $803K | Buy |
6,244
+23
| +0.4% | +$2.96K | 0.24% | 65 |
|
|
2020
Q2 | $729K | Hold |
6,221
| – | – | 0.24% | 68 |
|
|
2020
Q1 | $643K | Buy |
6,221
+5
| +0.1% | +$517 | 0.26% | 54 |
|
|
2019
Q4 | $775K | Buy |
+6,216
| New | +$775K | 0.27% | 55 |
|