SWM
SVA 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $1.88M | Sell |
23,047
-2,097
| -8% | -$171K | 0.16% | 103 |
|
2020
Q3 | $1.81M | Sell |
25,144
-376
| -1% | -$27.1K | 0.18% | 98 |
|
2020
Q2 | $1.71M | Sell |
25,520
-726
| -3% | -$48.7K | 0.18% | 102 |
|
2020
Q1 | $1.53M | Buy |
26,246
+5,788
| +28% | +$338K | 0.18% | 95 |
|
2019
Q4 | $1.47M | Sell |
20,458
-146
| -0.7% | -$10.5K | 0.14% | 110 |
|
2019
Q3 | $1.37M | Sell |
20,604
-94
| -0.5% | -$6.26K | 0.13% | 109 |
|
2019
Q2 | $1.41M | Sell |
20,698
-436
| -2% | -$29.7K | 0.14% | 111 |
|
2019
Q1 | $1.37M | Sell |
21,134
-1,650
| -7% | -$107K | 0.13% | 115 |
|
2018
Q4 | $1.31M | Buy |
22,784
+17,239
| +311% | +$993K | 0.15% | 107 |
|
2018
Q3 | $357K | Buy |
5,545
+1,639
| +42% | +$106K | 0.04% | 176 |
|
2018
Q2 | $253K | Buy |
+3,906
| New | +$253K | 0.03% | 194 |
|