LSIA
LaSalle St. Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.08M | Buy |
19,921
+132
| +0.7% | +$27K | 1.12% | 13 |
|
2025
Q1 | $3.84M | Buy |
19,789
+7,332
| +59% | +$1.42M | 0.9% | 20 |
|
2024
Q4 | $2.44M | Buy |
12,457
+557
| +5% | +$109K | 0.76% | 20 |
|
2024
Q3 | $2.36M | Buy |
11,900
+871
| +8% | +$172K | 0.93% | 19 |
|
2024
Q2 | $2.01M | Sell |
11,029
-2,340
| -18% | -$427K | 1.01% | 17 |
|
2024
Q1 | $2.43M | Sell |
13,369
-2,477
| -16% | -$451K | 1.37% | 12 |
|
2023
Q4 | $27M | Sell |
15,846
-704
| -4% | -$1.2M | 1.81% | 8 |
|
2023
Q3 | $2.57M | Buy |
16,550
+488
| +3% | +$75.8K | 1.26% | 11 |
|
2023
Q2 | $2.61M | Hold |
16,062
| – | – | 1.16% | 19 |
|
2023
Q1 | $2.47M | Buy |
16,062
+800
| +5% | +$123K | 1.09% | 18 |
|
2022
Q4 | $2.32M | Buy |
+15,262
| New | +$2.32M | 1.09% | 21 |
|