Windward Private Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.1M | Sell |
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|
2025
Q2 | $7.72M | Sell |
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|
2025
Q1 | $7.35M | Sell |
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|
2024
Q4 | $7.73M | Sell |
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|
2024
Q3 | $8.32M | Sell |
|
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|
2024
Q2 | $8.03M | Sell |
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|
2024
Q1 | $8.55M | Sell |
|
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|
2023
Q4 | $8.44M | Sell |
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|
2023
Q3 | $7.72M | Sell |
|
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|
2023
Q2 | $8.22M | Sell |
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|
2023
Q1 | $7.95M | Sell |
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|
2022
Q4 | $8.07M | Sell |
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|
2022
Q3 | $7.22M | Buy |
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|
2022
Q2 | $7.53M | Sell |
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|
2022
Q1 | $8.69M | Sell |
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|
2021
Q4 | $10.1M | Sell |
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|
2021
Q3 | $9.13M | Sell |
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|
2021
Q2 | $9.37M | Sell |
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|
2021
Q1 | $8.96M | Sell |
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|
2020
Q4 | $9.06M | Buy |
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