Lakeside Advisors’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 | $322K | Sell |
1,573
-50
| -3% | -$10.2K | 0.21% | 52 |
|
|
2025
Q1 | $315K | Hold |
1,623
| – | – | 0.21% | 52 |
|
|
2024
Q4 | $318K | Hold |
1,623
| – | – | 0.21% | 53 |
|
|
2024
Q3 | $321K | Sell |
1,623
-50
| -3% | -$9.9K | 0.2% | 53 |
|
|
2024
Q2 | $305K | Hold |
1,673
| – | – | 0.2% | 54 |
|
|
2024
Q1 | $306K | Hold |
1,673
| – | – | 0.2% | 53 |
|
|
2023
Q4 | $285K | Hold |
1,673
| – | – | 0.2% | 54 |
|
|
2023
Q3 | $260K | Hold |
1,673
| – | – | 0.2% | 52 |
|
|
2023
Q2 | $272K | Sell |
1,673
-50
| -3% | -$8.12K | 0.2% | 50 |
|
|
2023
Q1 | $265K | Hold |
1,723
| – | – | 0.2% | 50 |
|
|
2022
Q4 | $262K | Hold |
1,723
| – | – | 0.21% | 51 |
|
|
2022
Q3 | $233K | Hold |
1,723
| – | – | 0.21% | 52 |
|
|
2022
Q2 | $247K | Hold |
1,723
| – | – | 0.21% | 53 |
|
|
2022
Q1 | $279K | Hold |
1,723
| – | – | 0.21% | 50 |
|
|
2021
Q4 | $296K | Buy |
+1,723
| New | +$296K | 0.22% | 43 |
|