Laidlaw Wealth Management’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
Q1 | – | Sell |
-3,231
| Closed | -$633K | – | 156 |
|
|
2024
Q4 | $633K | Buy |
3,231
+35
| +1% | +$6.85K | 0.28% | 89 |
|
|
2024
Q3 | $633K | Buy |
3,196
+122
| +4% | +$24.2K | 0.31% | 89 |
|
|
2024
Q2 | $561K | Buy |
3,074
+72
| +2% | +$13.1K | 0.31% | 91 |
|
|
2024
Q1 | $548K | Sell |
3,002
-2,932
| -49% | -$535K | 0.31% | 101 |
|
|
2023
Q4 | $1.01M | Sell |
5,934
-562
| -9% | -$95.8K | 0.37% | 81 |
|
|
2023
Q3 | $1.01M | Buy |
6,496
+2,379
| +58% | +$370K | 0.33% | 85 |
|
|
2023
Q2 | $669K | Sell |
4,117
-54
| -1% | -$8.77K | 0.13% | 171 |
|
|
2023
Q1 | $642K | Sell |
4,171
-5
| -0.1% | -$770 | 0.13% | 175 |
|
|
2022
Q4 | $634K | Sell |
4,176
-50
| -1% | -$7.59K | 0.14% | 166 |
|
|
2022
Q3 | $571K | Sell |
4,226
-19
| -0.4% | -$2.57K | 0.13% | 164 |
|
|
2022
Q2 | $609K | Sell |
4,245
-678
| -14% | -$97.3K | 0.12% | 178 |
|
|
2022
Q1 | $798K | Buy |
4,923
+74
| +2% | +$12K | 0.13% | 159 |
|
|
2021
Q4 | $833K | Buy |
+4,849
| New | +$833K | 0.13% | 157 |
|
|
2021
Q1 | – | Sell |
-4,257
| Closed | -$601K | – | 361 |
|
|
2020
Q4 | $601K | Buy |
4,257
+1,059
| +33% | +$150K | 0.13% | 168 |
|
|
2020
Q3 | $411K | Buy |
3,198
+246
| +8% | +$31.6K | 0.18% | 123 |
|
|
2020
Q2 | $346K | Buy |
2,952
+62
| +2% | +$7.27K | 0.18% | 118 |
|
|
2020
Q1 | $299K | Buy |
2,890
+307
| +12% | +$31.8K | 0.2% | 113 |
|
|
2019
Q4 | $322K | Buy |
+2,583
| New | +$322K | 0.2% | 121 |
|