WFWM
Wechter Feldman Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $23.2M | Sell |
149,759
-716
| -0.5% | -$111K | 16.22% | 3 |
|
|
2021
Q1 | $22.1M | Buy |
150,475
+3,454
| +2% | +$508K | 16.32% | 3 |
|
|
2020
Q4 | $20.8M | Sell |
147,021
-3,624
| -2% | -$512K | 15.35% | 3 |
|
|
2020
Q3 | $19.4M | Buy |
150,645
+2,601
| +2% | +$335K | 15.21% | 3 |
|
|
2020
Q2 | $17.3M | Buy |
148,044
+129,613
| +703% | +$15.2M | 15.73% | 3 |
|
|
2020
Q1 | $1.91M | Sell |
18,431
-72,283
| -80% | -$7.47M | 4.65% | 5 |
|
|
2019
Q4 | $11.3M | Sell |
90,714
-3,341
| -4% | -$416K | 7.54% | 5 |
|
|
2019
Q3 | $11.2M | Sell |
94,055
-2,040
| -2% | -$244K | 7.1% | 6 |
|
|
2019
Q2 | $11.1M | Sell |
96,095
-1,833
| -2% | -$211K | 7.33% | 6 |
|
|
2019
Q1 | $10.7M | Sell |
97,928
-1,754
| -2% | -$192K | 7.01% | 6 |
|
|
2018
Q4 | $9.76M | Sell |
99,682
-2,380
| -2% | -$233K | 9.4% | 5 |
|
|
2018
Q3 | $11.3M | Sell |
102,062
-2,106
| -2% | -$233K | 6.9% | 5 |
|
|
2018
Q2 | $10.6M | Sell |
104,168
-2,127
| -2% | -$216K | 7.28% | 7 |
|
|
2018
Q1 | $10.7M | Sell |
106,295
-5,644
| -5% | -$570K | 7.59% | 6 |
|
|
2017
Q4 | $11.4M | Sell |
111,939
-897
| -0.8% | -$91.5K | 7.99% | 5 |
|
|
2017
Q3 | $10.7M | Sell |
112,836
-1,441
| -1% | -$137K | 8.2% | 5 |
|
|
2017
Q2 | $10.6M | Buy |
114,277
+2,886
| +3% | +$267K | 8.49% | 5 |
|
|
2017
Q1 | $10M | Sell |
111,391
-2,622
| -2% | -$236K | 6.88% | 6 |
|
|
2016
Q4 | $9.71M | Buy |
+114,013
| New | +$9.71M | 6.36% | 7 |
|