VWA
Visionary Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.1M | Buy |
73,727
+126
| +0.2% | +$25.8K | 0.77% | 31 |
|
2025
Q1 | $14.3M | Buy |
73,601
+1,474
| +2% | +$286K | 0.86% | 23 |
|
2024
Q4 | $14.1M | Buy |
72,127
+5,618
| +8% | +$1.1M | 0.83% | 21 |
|
2024
Q3 | $13.2M | Sell |
66,509
-1,658
| -2% | -$328K | 0.8% | 23 |
|
2024
Q2 | $12.4M | Sell |
68,167
-1,756
| -3% | -$321K | 0.81% | 24 |
|
2024
Q1 | $12.8M | Sell |
69,923
-16,681
| -19% | -$3.05M | 0.86% | 22 |
|
2023
Q4 | $14.8M | Sell |
86,604
-15,382
| -15% | -$2.62M | 1.08% | 18 |
|
2023
Q3 | $15.8M | Sell |
101,986
-68
| -0.1% | -$10.6K | 1.28% | 15 |
|
2023
Q2 | $16.6M | Sell |
102,054
-819
| -0.8% | -$133K | 1.33% | 13 |
|
2023
Q1 | $15.8M | Buy |
102,873
+1,513
| +1% | +$233K | 1.34% | 13 |
|
2022
Q4 | $15.4M | Sell |
101,360
-4,262
| -4% | -$647K | 1.42% | 14 |
|
2022
Q3 | $14.3M | Buy |
105,622
+74
| +0.1% | +$10K | 1.48% | 13 |
|
2022
Q2 | $15.1M | Sell |
105,548
-5,041
| -5% | -$723K | 1.36% | 15 |
|
2022
Q1 | $17.9M | Sell |
110,589
-6
| -0% | -$973 | 1.44% | 13 |
|
2021
Q4 | $19M | Buy |
110,595
+1,817
| +2% | +$312K | 1.56% | 14 |
|
2021
Q3 | $16.7M | Buy |
108,778
+6,449
| +6% | +$991K | 1.72% | 14 |
|
2021
Q2 | $15.8M | Sell |
102,329
-15,195
| -13% | -$2.35M | 1.59% | 15 |
|
2021
Q1 | $17.3M | Sell |
117,524
-4,691
| -4% | -$690K | 1.82% | 13 |
|
2020
Q4 | $17.3M | Buy |
122,215
+14,984
| +14% | +$2.12M | 1.94% | 12 |
|
2020
Q3 | $13.8M | Sell |
107,231
-6,537
| -6% | -$841K | 1.94% | 12 |
|
2020
Q2 | $13.3M | Buy |
113,768
+44,743
| +65% | +$5.24M | 2.03% | 10 |
|
2020
Q1 | $7.14M | Buy |
69,025
+25,985
| +60% | +$2.69M | 1.35% | 19 |
|
2019
Q4 | $5.37M | Buy |
+43,040
| New | +$5.37M | 0.96% | 32 |
|