Landmark Wealth Management (New York)’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 | $2.74M | Sell |
13,396
-894
| -6% | -$183K | 1.17% | 22 |
|
|
2025
Q1 | $2.77M | Sell |
14,290
-295
| -2% | -$57.2K | 1.22% | 25 |
|
|
2024
Q4 | $2.86M | Buy |
14,585
+4
| +0% | +$783 | 1.27% | 25 |
|
|
2024
Q3 | $2.89M | Buy |
+14,581
| New | +$2.89M | 1.26% | 24 |
|
|
2024
Q2 | – | Sell |
-15,399
| Closed | -$2.81M | – | 69 |
|
|
2024
Q1 | $2.81M | Sell |
15,399
-179
| -1% | -$32.7K | 1.3% | 23 |
|
|
2023
Q4 | $2.65M | Buy |
15,578
+86
| +0.6% | +$14.7K | 1.31% | 23 |
|
|
2023
Q3 | $2.41M | Buy |
+15,492
| New | +$2.41M | 1.37% | 21 |
|
|
2023
Q2 | – | Sell |
-15,670
| Closed | -$2.41M | – | 67 |
|
|
2023
Q1 | $2.41M | Buy |
15,670
+2,803
| +22% | +$432K | 1.34% | 21 |
|
|
2022
Q4 | $1.95M | Sell |
12,867
-1,734
| -12% | -$263K | 1.41% | 22 |
|
|
2022
Q3 | $1.97M | Buy |
+14,601
| New | +$1.97M | 1.49% | 19 |
|
|
2022
Q2 | – | Sell |
-28,738
| Closed | -$2.34M | – | 171 |
|
|
2022
Q1 | $2.34M | Buy |
28,738
+13,772
| +92% | +$1.12M | 1.23% | 19 |
|
|
2021
Q4 | $3K | Buy |
+14,966
| New | +$3K | 1.75% | 15 |
|