TTWM
TCV Trust & 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 | $717K | Buy |
3,502
+558
| +19% | +$114K | 0.06% | 121 |
|
2025
Q1 | $571K | Hold |
2,944
| – | – | 0.05% | 132 |
|
2024
Q4 | $577K | Hold |
2,944
| – | – | 0.05% | 130 |
|
2024
Q3 | $583K | Buy |
2,944
+181
| +7% | +$35.8K | 0.05% | 128 |
|
2024
Q2 | $504K | Hold |
2,763
| – | – | 0.05% | 137 |
|
2024
Q1 | $505K | Buy |
2,763
+309
| +13% | +$56.4K | 0.05% | 137 |
|
2023
Q4 | $418K | Buy |
2,454
+554
| +29% | +$94.4K | 0.04% | 147 |
|
2023
Q3 | $295K | Hold |
1,900
| – | – | 0.03% | 161 |
|
2023
Q2 | $309K | Buy |
+1,900
| New | +$309K | 0.03% | 160 |
|