WDG
Wealth Dimensions Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
5,116
+421
| +9% | +$86.2K | 0.23% | 58 |
|
|
2025
Q1 | $911K | Sell |
4,695
-224
| -5% | -$43.5K | 0.22% | 61 |
|
|
2024
Q4 | $963K | Buy |
4,919
+1,640
| +50% | +$321K | 0.24% | 56 |
|
|
2024
Q3 | $649K | Hold |
3,279
| – | – | 0.16% | 73 |
|
|
2024
Q2 | $599K | Buy |
3,279
+83
| +3% | +$15.2K | 0.17% | 71 |
|
|
2024
Q1 | $584K | Hold |
3,196
| – | – | 0.17% | 74 |
|
|
2023
Q4 | $545K | Sell |
3,196
-1,931
| -38% | -$329K | 0.17% | 70 |
|
|
2023
Q3 | $797K | Buy |
5,127
+9
| +0.2% | +$1.4K | 0.29% | 48 |
|
|
2023
Q2 | $831K | Buy |
5,118
+2,622
| +105% | +$426K | 0.3% | 47 |
|
|
2023
Q1 | $384K | Buy |
2,496
+880
| +54% | +$136K | 0.15% | 91 |
|
|
2022
Q4 | $245K | Hold |
1,616
| – | – | 0.1% | 115 |
|
|
2022
Q3 | $218K | Hold |
1,616
| – | – | 0.11% | 110 |
|
|
2022
Q2 | $232K | Hold |
1,616
| – | – | 0.11% | 113 |
|
|
2022
Q1 | $262K | Hold |
1,616
| – | – | 0.12% | 113 |
|
|
2021
Q4 | $278K | Hold |
1,616
| – | – | 0.14% | 108 |
|
|
2021
Q3 | $248K | Hold |
1,616
| – | – | 0.16% | 109 |
|
|
2021
Q2 | $250K | Hold |
1,616
| – | – | 0.17% | 103 |
|
|
2021
Q1 | $238K | Buy |
1,616
+6
| +0.4% | +$884 | 0.18% | 102 |
|
|
2020
Q4 | $227K | Buy |
+1,610
| New | +$227K | 0.2% | 97 |
|