WWA
WCG Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,450
| Closed | -$3.26M | – | 324 |
|
|
2024
Q3 | $3.26M | Buy |
16,450
+12
| +0.1% | +$2.38K | 0.22% | 113 |
|
|
2024
Q2 | $3M | Buy |
16,438
+261
| +2% | +$47.6K | 0.22% | 101 |
|
|
2024
Q1 | $2.95M | Sell |
16,177
-4,149
| -20% | -$758K | 0.25% | 92 |
|
|
2023
Q4 | $3.46M | Buy |
20,326
+493
| +2% | +$84K | 0.25% | 93 |
|
|
2023
Q3 | $3.08M | Buy |
+19,833
| New | +$3.08M | 0.23% | 98 |
|
|
2022
Q4 | – | Sell |
-2,531
| Closed | -$394K | – | 274 |
|
|
2022
Q3 | $394K | Buy |
+2,531
| New | +$394K | 0.05% | 203 |
|