WWA
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Wingate Wealth 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
$1.96M Buy
9,580
+1,411
+17% +$289K 1.75% 18
2025
Q1
$1.58M Buy
8,169
+365
+5% +$70.8K 1.82% 18
2024
Q4
$1.53M Buy
+7,804
New +$1.53M 1.5% 21