WFA
West 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 | $9.45M | Sell |
46,172
-425
| -0.9% | -$87K | 1.64% | 14 |
|
|
2025
Q1 | $9.04M | Sell |
46,597
-1,191
| -2% | -$231K | 1.72% | 14 |
|
|
2024
Q4 | $9.36M | Sell |
47,788
-1,849
| -4% | -$362K | 1.8% | 14 |
|
|
2024
Q3 | $9.83M | Sell |
49,637
-267
| -0.5% | -$52.9K | 1.9% | 14 |
|
|
2024
Q2 | $9.11M | Sell |
49,904
-1,359
| -3% | -$248K | 1.89% | 14 |
|
|
2024
Q1 | $9.36M | Sell |
51,263
-3,813
| -7% | -$696K | 2.01% | 14 |
|
|
2023
Q4 | $9.38M | Sell |
55,076
-110
| -0.2% | -$18.7K | 2.14% | 11 |
|
|
2023
Q3 | $8.57M | Sell |
55,186
-260
| -0.5% | -$40.4K | 2.15% | 13 |
|
|
2023
Q2 | $9.01M | Sell |
55,446
-3,262
| -6% | -$530K | 2.22% | 15 |
|
|
2023
Q1 | $9.04M | Sell |
58,708
-5,248
| -8% | -$808K | 2.37% | 13 |
|
|
2022
Q4 | $9.71M | Sell |
63,956
-3,094
| -5% | -$470K | 2.71% | 10 |
|
|
2022
Q3 | $9.06M | Sell |
67,050
-700
| -1% | -$94.6K | 2.72% | 10 |
|
|
2022
Q2 | $9.72M | Buy |
67,750
+118
| +0.2% | +$16.9K | 2.83% | 10 |
|
|
2022
Q1 | $11M | Sell |
67,632
-45,496
| -40% | -$7.38M | 2.89% | 13 |
|
|
2021
Q4 | $19.4M | Sell |
113,128
-4,930
| -4% | -$847K | 5.21% | 8 |
|
|
2021
Q3 | $18.1M | Buy |
118,058
+4,220
| +4% | +$648K | 5.31% | 6 |
|
|
2021
Q2 | $17.6M | Sell |
113,838
-315
| -0.3% | -$48.8K | 5.39% | 6 |
|
|
2021
Q1 | $16.8M | Sell |
114,153
-2,524
| -2% | -$371K | 5.63% | 5 |
|
|
2020
Q4 | $16.5M | Buy |
+116,677
| New | +$16.5M | 5.84% | 5 |
|