WP
WealthShield Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
55,764
+623
| +1% | +$128K | 1.38% | 17 |
|
|
2025
Q1 | $10.7M | Buy |
55,141
+5,549
| +11% | +$1.08M | 1.37% | 14 |
|
|
2024
Q4 | $9.71M | Sell |
49,592
-4,699
| -9% | -$920K | 1.38% | 14 |
|
|
2024
Q3 | $10.8M | Buy |
54,291
+11,264
| +26% | +$2.24M | 1.46% | 12 |
|
|
2024
Q2 | $7.89M | Buy |
43,027
+689
| +2% | +$126K | 1.2% | 21 |
|
|
2024
Q1 | $7.73M | Sell |
42,338
-4,359
| -9% | -$796K | 1.25% | 18 |
|
|
2023
Q4 | $7.96M | Sell |
46,697
-1,670
| -3% | -$285K | 1.31% | 13 |
|
|
2023
Q3 | $7.55M | Buy |
48,367
+3,861
| +9% | +$603K | 1.14% | 17 |
|
|
2023
Q2 | $7.26M | Sell |
44,506
-4,884
| -10% | -$797K | 1.09% | 22 |
|
|
2023
Q1 | $7.61M | Sell |
49,390
-8,091
| -14% | -$1.25M | 1.23% | 20 |
|
|
2022
Q4 | $8.73M | Sell |
57,481
-803
| -1% | -$122K | 1.67% | 10 |
|
|
2022
Q3 | $7.88M | Buy |
58,284
+7,312
| +14% | +$988K | 1.56% | 13 |
|
|
2022
Q2 | $7.31M | Buy |
50,972
+3,515
| +7% | +$504K | 1.45% | 14 |
|
|
2022
Q1 | $7.7M | Sell |
47,457
-2,309
| -5% | -$374K | 1.23% | 14 |
|
|
2021
Q4 | $8.55M | Buy |
49,766
+18,212
| +58% | +$3.13M | 1.42% | 14 |
|
|
2021
Q3 | $4.85M | Sell |
31,554
-14,329
| -31% | -$2.2M | 1.3% | 21 |
|
|
2021
Q2 | $7.26M | Buy |
45,883
+7,352
| +19% | +$1.16M | 1.14% | 24 |
|
|
2021
Q1 | $5.67M | Sell |
38,531
-14,653
| -28% | -$2.16M | 1.02% | 25 |
|
|
2020
Q4 | $7.51M | Buy |
53,184
+10,572
| +25% | +$1.49M | 1.39% | 18 |
|
|
2020
Q3 | $5.48M | Buy |
42,612
+3,536
| +9% | +$455K | 1.92% | 8 |
|
|
2020
Q2 | $4.58M | Buy |
39,076
+1,312
| +3% | +$154K | 2.11% | 7 |
|
|
2020
Q1 | $3.91M | Sell |
37,764
-9,737
| -20% | -$1.01M | 2.39% | 9 |
|
|
2019
Q4 | $5.92M | Sell |
47,501
-1,226
| -3% | -$153K | 2.89% | 8 |
|
|
2019
Q3 | $5.83M | Buy |
48,727
+3,536
| +8% | +$423K | 3.09% | 8 |
|
|
2019
Q2 | $5.2M | Buy |
45,191
+3,770
| +9% | +$434K | 3.02% | 7 |
|
|
2019
Q1 | $4.55M | Buy |
41,421
+4,378
| +12% | +$481K | 2.54% | 8 |
|
|
2018
Q4 | $3.63M | Sell |
37,043
-12,475
| -25% | -$1.22M | 2.47% | 8 |
|
|
2018
Q3 | $5.51M | Sell |
49,518
-3,041
| -6% | -$338K | 3.14% | 6 |
|
|
2018
Q2 | $5.37M | Sell |
52,559
-277
| -0.5% | -$28.3K | 3.28% | 5 |
|
|
2018
Q1 | $5.34M | Sell |
52,836
-1,231
| -2% | -$124K | 3.38% | 4 |
|
|
2017
Q4 | $5.53M | Buy |
+54,067
| New | +$5.53M | 3.37% | 4 |
|