LWM
LBA Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.39M | Buy |
15,497
+75
| +0.5% | +$6.75K | 0.73% | 20 |
|
|
2016
Q4 | $1.31M | Buy |
15,422
+352
| +2% | +$30K | 0.72% | 24 |
|
|
2016
Q3 | $1.27M | Sell |
15,070
-1,529
| -9% | -$128K | 0.71% | 22 |
|
|
2016
Q2 | $1.38M | Sell |
16,599
-348
| -2% | -$29K | 0.78% | 22 |
|
|
2016
Q1 | $1.38M | Sell |
16,947
-1,148
| -6% | -$93.3K | 0.8% | 18 |
|
|
2015
Q4 | $1.41M | Sell |
18,095
-1,423
| -7% | -$111K | 0.81% | 21 |
|
|
2015
Q3 | $1.44M | Sell |
19,518
-1,396
| -7% | -$103K | 0.91% | 17 |
|
|
2015
Q2 | $1.64M | Sell |
20,914
-428
| -2% | -$33.6K | 1.03% | 17 |
|
|
2015
Q1 | $1.72M | Buy |
21,342
+352
| +2% | +$28.3K | 1.08% | 16 |
|
|
2014
Q4 | $1.7M | Buy |
20,990
+1,202
| +6% | +$97.6K | 1.13% | 16 |
|
|
2014
Q3 | $1.52M | Buy |
19,788
+1,385
| +8% | +$107K | 1.06% | 17 |
|
|
2014
Q2 | $1.44M | Buy |
18,403
+1,350
| +8% | +$105K | 1.17% | 16 |
|
|
2014
Q1 | $1.28M | Sell |
17,053
-825
| -5% | -$62.1K | 1.05% | 20 |
|
|
2013
Q4 | $1.35M | Buy |
+17,878
| New | +$1.35M | 1.11% | 17 |
|