TMWM
Taylor & Morgan Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Hold |
3,056
| – | – | 0.42% | 37 |
|
|
2025
Q1 | $593K | Sell |
3,056
-274
| -8% | -$53.2K | 0.45% | 35 |
|
|
2024
Q4 | $652K | Buy |
3,330
+7
| +0.2% | +$1.37K | 0.46% | 35 |
|
|
2024
Q3 | $658K | Buy |
3,323
+5
| +0.2% | +$990 | 0.44% | 32 |
|
|
2024
Q2 | $606K | Buy |
3,318
+363
| +12% | +$66.3K | 0.43% | 33 |
|
|
2024
Q1 | $540K | Sell |
2,955
-160
| -5% | -$29.2K | 0.4% | 39 |
|
|
2023
Q4 | $531K | Sell |
3,115
-108
| -3% | -$18.4K | 0.42% | 37 |
|
|
2023
Q3 | $501K | Buy |
3,223
+163
| +5% | +$25.3K | 0.45% | 36 |
|
|
2023
Q2 | $497K | Sell |
3,060
-105
| -3% | -$17.1K | 0.41% | 40 |
|
|
2023
Q1 | $487K | Sell |
3,165
-281
| -8% | -$43.3K | 0.42% | 43 |
|
|
2022
Q4 | $523K | Sell |
3,446
-55
| -2% | -$8.35K | 0.49% | 39 |
|
|
2022
Q3 | $473K | Sell |
3,501
-183
| -5% | -$24.7K | 0.47% | 43 |
|
|
2022
Q2 | $529K | Buy |
3,684
+4
| +0.1% | +$574 | 0.5% | 43 |
|
|
2022
Q1 | $597K | Sell |
3,680
-195
| -5% | -$31.6K | 0.49% | 41 |
|
|
2021
Q4 | $666K | Buy |
+3,875
| New | +$666K | 0.54% | 39 |
|