WFA
Wade Financial Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.41M | Sell |
22,754
-1,772
| -7% | -$344K | 1.51% | 16 |
|
|
2024
Q4 | $4.8M | Sell |
24,526
-688
| -3% | -$135K | 1.63% | 16 |
|
|
2024
Q3 | $4.99M | Sell |
25,214
-368
| -1% | -$72.9K | 1.68% | 15 |
|
|
2024
Q2 | $4.67M | Sell |
25,582
-206
| -0.8% | -$37.6K | 1.68% | 15 |
|
|
2024
Q1 | $4.71M | Sell |
25,788
-485
| -2% | -$88.6K | 1.72% | 16 |
|
|
2023
Q4 | $4.48M | Sell |
26,273
-748
| -3% | -$127K | 1.69% | 20 |
|
|
2023
Q3 | $4.2M | Sell |
27,021
-2,070
| -7% | -$322K | 1.8% | 19 |
|
|
2023
Q2 | $4.73M | Sell |
29,091
-6,210
| -18% | -$1.01M | 1.87% | 19 |
|
|
2023
Q1 | $5.44M | Sell |
35,301
-317
| -0.9% | -$48.8K | 2.28% | 16 |
|
|
2022
Q4 | $5.41M | Buy |
35,618
+9,259
| +35% | +$1.41M | 2.45% | 13 |
|
|
2022
Q3 | $3.56M | Sell |
26,359
-5,853
| -18% | -$791K | 1.78% | 16 |
|
|
2022
Q2 | $4.62M | Buy |
32,212
+7,717
| +32% | +$1.11M | 2.19% | 13 |
|
|
2022
Q1 | $3.97M | Buy |
24,495
+3,309
| +16% | +$537K | 1.7% | 18 |
|
|
2021
Q4 | $3.64M | Sell |
21,186
-47
| -0.2% | -$8.07K | 1.89% | 15 |
|
|
2021
Q3 | $3.26M | Sell |
21,233
-305
| -1% | -$46.8K | 1.84% | 17 |
|
|
2021
Q2 | $3.33M | Sell |
21,538
-731
| -3% | -$113K | 1.83% | 17 |
|
|
2021
Q1 | $3.28M | Sell |
22,269
-133
| -0.6% | -$19.6K | 2.07% | 15 |
|
|
2020
Q4 | $3.16M | Sell |
22,402
-832
| -4% | -$117K | 2.12% | 14 |
|
|
2020
Q3 | $2.99M | Sell |
23,234
-51
| -0.2% | -$6.56K | 2.35% | 11 |
|
|
2020
Q2 | $2.73M | Sell |
23,285
-4,377
| -16% | -$513K | 2.36% | 11 |
|
|
2020
Q1 | $2.86M | Buy |
27,662
+14,390
| +108% | +$1.49M | 2.85% | 13 |
|
|
2019
Q4 | $1.65M | Buy |
+13,272
| New | +$1.65M | 1.46% | 17 |
|