WWM
Western Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Buy |
104,423
+1,029
| +1% | +$211K | 1.27% | 14 |
|
|
2025
Q1 | $20.1M | Sell |
103,394
-1,684
| -2% | -$327K | 1.33% | 14 |
|
|
2024
Q4 | $20.6M | Sell |
105,078
-2,418
| -2% | -$474K | 1.34% | 14 |
|
|
2024
Q3 | $21.3M | Sell |
107,496
-9,839
| -8% | -$1.95M | 1.21% | 13 |
|
|
2024
Q2 | $21.4M | Buy |
117,335
+1,500
| +1% | +$274K | 1.59% | 12 |
|
|
2024
Q1 | $21.2M | Buy |
115,835
+8,129
| +8% | +$1.48M | 1.64% | 12 |
|
|
2023
Q4 | $18.4M | Buy |
107,706
+235
| +0.2% | +$40K | 1.32% | 11 |
|
|
2023
Q3 | $16.7M | Buy |
107,471
+3,683
| +4% | +$572K | 1.41% | 10 |
|
|
2023
Q2 | $16.9M | Sell |
103,788
-243
| -0.2% | -$39.5K | 1.44% | 10 |
|
|
2023
Q1 | $16M | Buy |
104,031
+1,067
| +1% | +$164K | 1.49% | 7 |
|
|
2022
Q4 | $15.6M | Sell |
102,964
-100,039
| -49% | -$15.2M | 1.6% | 8 |
|
|
2022
Q3 | $27.4M | Buy |
203,003
+12,410
| +7% | +$1.68M | 1.57% | 7 |
|
|
2022
Q2 | $27.3M | Buy |
190,593
+2,610
| +1% | +$374K | 1.57% | 9 |
|
|
2022
Q1 | $30.5M | Buy |
187,983
+97,079
| +107% | +$15.7M | 1.48% | 10 |
|
|
2021
Q4 | $15.6M | Buy |
+90,904
| New | +$15.6M | 1.54% | 9 |
|
|
2021
Q2 | $13M | Buy |
83,824
+6,431
| +8% | +$995K | 1.33% | 10 |
|
|
2021
Q1 | $11.4M | Buy |
77,393
+3,845
| +5% | +$566K | 1.53% | 10 |
|
|
2020
Q4 | $10.4M | Buy |
73,548
+11,165
| +18% | +$1.58M | 1.52% | 9 |
|
|
2020
Q3 | $8.03M | Buy |
62,383
+5,304
| +9% | +$682K | 1.31% | 11 |
|
|
2020
Q2 | $6.69M | Buy |
57,079
+3,470
| +6% | +$407K | 1.21% | 12 |
|
|
2020
Q1 | $5.54M | Sell |
53,609
-4,633
| -8% | -$479K | 1.27% | 14 |
|
|
2019
Q4 | $7.26M | Buy |
58,242
+3,143
| +6% | +$392K | 1.1% | 28 |
|
|
2019
Q3 | $6.59M | Buy |
55,099
+7,136
| +15% | +$853K | 1.37% | 13 |
|
|
2019
Q2 | $5.53M | Sell |
47,963
-445
| -0.9% | -$51.3K | 0.73% | 33 |
|
|
2019
Q1 | $5.3M | Buy |
48,408
+99
| +0.2% | +$10.8K | 1.18% | 15 |
|
|
2018
Q4 | $4.72M | Buy |
+48,309
| New | +$4.72M | 1.27% | 15 |
|