Lantern Wealth 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 | $805K | Buy |
+3,933
| New | +$805K | 0.48% | 58 |
|
|
2024
Q4 | $1.08M | Buy |
5,510
+775
| +16% | +$152K | 0.7% | 41 |
|
|
2024
Q3 | $938K | Sell |
4,735
-348
| -7% | -$68.9K | 0.65% | 42 |
|
|
2024
Q2 | $928K | Sell |
5,083
-280
| -5% | -$51.1K | 0.67% | 41 |
|
|
2024
Q1 | $979K | Buy |
5,363
+1,662
| +45% | +$303K | 0.69% | 41 |
|
|
2023
Q4 | $631K | Buy |
+3,701
| New | +$631K | 0.49% | 50 |
|