LWM
Lakeridge Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
2,954
+210
| +8% | +$43K | 0.28% | 70 |
|
|
2025
Q1 | $532K | Sell |
2,744
-265
| -9% | -$51.4K | 0.27% | 74 |
|
|
2024
Q4 | $589K | Buy |
3,009
+31
| +1% | +$6.07K | 0.3% | 70 |
|
|
2024
Q3 | $590K | Sell |
2,978
-450
| -13% | -$89.1K | 0.32% | 69 |
|
|
2024
Q2 | $626K | Buy |
3,428
+247
| +8% | +$45.1K | 0.38% | 53 |
|
|
2024
Q1 | $581K | Sell |
3,181
-62
| -2% | -$11.3K | 0.38% | 52 |
|
|
2023
Q4 | $553K | Buy |
+3,243
| New | +$553K | 0.4% | 51 |
|