WCFA
Walkner Condon Financial 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 | $2.23M | Sell |
10,892
-543
| -5% | -$111K | 0.41% | 60 |
|
|
2025
Q1 | $2.22M | Buy |
11,435
+129
| +1% | +$25K | 0.45% | 57 |
|
|
2024
Q4 | $2.21M | Sell |
11,306
-135
| -1% | -$26.4K | 0.45% | 56 |
|
|
2024
Q3 | $2.27M | Sell |
11,441
-863
| -7% | -$171K | 0.46% | 53 |
|
|
2024
Q2 | $2.25M | Sell |
12,304
-367
| -3% | -$67K | 0.48% | 52 |
|
|
2024
Q1 | $2.31M | Buy |
12,671
+1,214
| +11% | +$222K | 0.49% | 54 |
|
|
2023
Q4 | $1.95M | Buy |
11,457
+1,695
| +17% | +$289K | 0.44% | 60 |
|
|
2023
Q3 | $1.52M | Buy |
9,762
+791
| +9% | +$123K | 0.4% | 65 |
|
|
2023
Q2 | $1.46M | Sell |
8,971
-1,602
| -15% | -$260K | 0.39% | 64 |
|
|
2023
Q1 | $1.63M | Buy |
10,573
+176
| +2% | +$27.1K | 0.46% | 52 |
|
|
2022
Q4 | $1.58M | Buy |
10,397
+364
| +4% | +$55.3K | 0.47% | 50 |
|
|
2022
Q3 | $1.36M | Sell |
10,033
-807
| -7% | -$109K | 0.44% | 53 |
|
|
2022
Q2 | $1.56M | Buy |
10,840
+316
| +3% | +$45.3K | 0.49% | 48 |
|
|
2022
Q1 | $1.71M | Sell |
10,524
-1,804
| -15% | -$292K | 0.49% | 49 |
|
|
2021
Q4 | $2.12M | Buy |
+12,328
| New | +$2.12M | 1.38% | 20 |
|
|
2021
Q2 | – | Sell |
-9,452
| Closed | -$1.39M | – | 183 |
|
|
2021
Q1 | $1.39M | Buy |
9,452
+3,246
| +52% | +$477K | 0.54% | 48 |
|
|
2020
Q4 | $876K | Buy |
6,206
+2,277
| +58% | +$321K | 0.38% | 57 |
|
|
2020
Q3 | $505K | Buy |
3,929
+577
| +17% | +$74.2K | 0.27% | 65 |
|
|
2020
Q2 | $393K | Sell |
3,352
-19
| -0.6% | -$2.23K | 0.35% | 37 |
|
|
2020
Q1 | $349K | Hold |
3,371
| – | – | 0.37% | 36 |
|
|
2019
Q4 | $420K | Buy |
+3,371
| New | +$420K | 0.4% | 40 |
|