Lake Hills 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
Q2 | $332K | Hold |
1,622
| – | – | 0.19% | 41 |
|
|
2025
Q1 | $315K | Hold |
1,622
| – | – | 0.22% | 36 |
|
|
2024
Q4 | $318K | Hold |
1,622
| – | – | 0.22% | 49 |
|
|
2024
Q3 | $321K | Hold |
1,622
| – | – | 0.22% | 41 |
|
|
2024
Q2 | $296K | Hold |
1,622
| – | – | 0.21% | 38 |
|
|
2024
Q1 | $296K | Hold |
1,622
| – | – | 0.27% | 36 |
|
|
2023
Q4 | $276K | Hold |
1,622
| – | – | 0.28% | 31 |
|
|
2023
Q3 | $252K | Hold |
1,622
| – | – | 0.26% | 31 |
|
|
2023
Q2 | $263K | Hold |
1,622
| – | – | 0.29% | 36 |
|
|
2023
Q1 | $250K | Sell |
1,622
-471
| -23% | -$72.5K | 0.26% | 28 |
|
|
2022
Q4 | $318K | Buy |
+2,093
| New | +$318K | 0.32% | 37 |
|
|
2022
Q3 | – | Sell |
-2,093
| Closed | -$300K | – | 27 |
|
|
2022
Q2 | $300K | Sell |
2,093
-2,007
| -49% | -$288K | 0.22% | 25 |
|
|
2022
Q1 | $665K | Sell |
4,100
-367
| -8% | -$59.5K | 0.48% | 25 |
|
|
2021
Q4 | $767K | Buy |
+4,467
| New | +$767K | 0.54% | 31 |
|