Alan B. Lancz & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
2,487
| – | – | 0.51% | 48 |
|
|
2025
Q1 | $482K | Hold |
2,487
| – | – | 0.51% | 53 |
|
|
2024
Q4 | $487K | Buy |
2,487
+1
| +0% | +$196 | 0.49% | 50 |
|
|
2024
Q3 | $492K | Hold |
2,486
| – | – | 0.45% | 58 |
|
|
2024
Q2 | $454K | Buy |
+2,486
| New | +$454K | 0.45% | 57 |
|
|
2023
Q4 | $424K | Hold |
2,485
| – | – | 0.44% | 61 |
|
|
2023
Q3 | $386K | Buy |
2,485
+1
| +0% | +$155 | 0.44% | 67 |
|
|
2023
Q2 | $404K | Hold |
2,484
| – | – | 0.43% | 74 |
|
|
2023
Q1 | $383K | Hold |
2,484
| – | – | 0.4% | 79 |
|
|
2022
Q4 | $389K | Buy |
2,484
+20
| +0.8% | +$3.13K | 0.39% | 81 |
|
|
2022
Q3 | $333K | Buy |
2,464
+1
| +0% | +$135 | 0.4% | 78 |
|
|
2022
Q2 | $377K | Buy |
+2,463
| New | +$377K | 0.37% | 79 |
|