LIA
LBMC 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 | $796K | Buy |
3,888
+267
| +7% | +$54.6K | 0.06% | 102 |
|
|
2025
Q1 | $702K | Sell |
3,621
-49
| -1% | -$9.51K | 0.05% | 99 |
|
|
2024
Q4 | $719K | Sell |
3,670
-8
| -0.2% | -$1.57K | 0.06% | 95 |
|
|
2024
Q3 | $728K | Buy |
3,678
+1,075
| +41% | +$213K | 0.06% | 91 |
|
|
2024
Q2 | $475K | Buy |
2,603
+18
| +0.7% | +$3.29K | 0.04% | 110 |
|
|
2024
Q1 | $472K | Buy |
2,585
+5
| +0.2% | +$913 | 0.04% | 106 |
|
|
2023
Q4 | $440K | Buy |
2,580
+64
| +3% | +$10.9K | 0.04% | 101 |
|
|
2023
Q3 | $386K | Sell |
2,516
-997
| -28% | -$153K | 0.04% | 106 |
|
|
2023
Q2 | $571K | Hold |
3,513
| – | – | 0.06% | 89 |
|
|
2023
Q1 | $541K | Buy |
3,513
+6
| +0.2% | +$924 | 0.05% | 93 |
|
|
2022
Q4 | $532K | Buy |
3,507
+208
| +6% | +$31.6K | 0.06% | 89 |
|
|
2022
Q3 | $446K | Buy |
3,299
+329
| +11% | +$44.5K | 0.05% | 93 |
|
|
2022
Q2 | $426K | Sell |
2,970
-11,211
| -79% | -$1.61M | 0.05% | 89 |
|
|
2022
Q1 | $2.3M | Buy |
14,181
+5
| +0% | +$811 | 0.2% | 36 |
|
|
2021
Q4 | $2.44M | Buy |
14,176
+3,469
| +32% | +$596K | 0.21% | 38 |
|
|
2021
Q3 | $2.18K | Sell |
10,707
-3,769
| -26% | -$766 | 0.2% | 37 |
|
|
2021
Q2 | $2.24M | Buy |
14,476
+1,008
| +7% | +$156K | 0.21% | 37 |
|
|
2021
Q1 | $1.98M | Buy |
13,468
+4
| +0% | +$588 | 0.21% | 41 |
|
|
2020
Q4 | $1.9M | Buy |
13,464
+11
| +0.1% | +$1.55K | 0.22% | 37 |
|
|
2020
Q3 | $1.73M | Buy |
13,453
+11,223
| +503% | +$1.44M | 0.24% | 38 |
|
|
2020
Q2 | $261K | Buy |
2,230
+6
| +0.3% | +$702 | 0.04% | 83 |
|
|
2020
Q1 | $230K | Hold |
2,224
| – | – | 0.04% | 79 |
|
|
2019
Q4 | $277K | Sell |
2,224
-19
| -0.8% | -$2.37K | 0.04% | 79 |
|
|
2019
Q3 | $268K | Sell |
2,243
-228
| -9% | -$27.2K | 0.04% | 80 |
|
|
2019
Q2 | $285K | Buy |
2,471
+12
| +0.5% | +$1.38K | 0.04% | 78 |
|
|
2019
Q1 | $270K | Buy |
2,459
+232
| +10% | +$25.5K | 0.04% | 80 |
|
|
2018
Q4 | $218K | Buy |
2,227
+13
| +0.6% | +$1.27K | 0.04% | 86 |
|
|
2018
Q3 | $245K | Sell |
2,214
-40
| -2% | -$4.43K | 0.04% | 91 |
|
|
2018
Q2 | $229K | Sell |
2,254
-131
| -5% | -$13.3K | 0.04% | 94 |
|
|
2018
Q1 | $241K | Hold |
2,385
| – | – | 0.04% | 75 |
|
|
2017
Q4 | $243K | Sell |
2,385
-549
| -19% | -$55.9K | 0.04% | 77 |
|
|
2017
Q3 | $278K | Buy |
2,934
+8
| +0.3% | +$758 | 0.05% | 66 |
|
|
2017
Q2 | $271K | Buy |
2,926
+20
| +0.7% | +$1.85K | 0.05% | 66 |
|
|
2017
Q1 | $261K | Hold |
2,906
| – | – | 0.05% | 67 |
|
|
2016
Q4 | $248K | Buy |
2,906
+13
| +0.4% | +$1.11K | 0.05% | 66 |
|
|
2016
Q3 | $243K | Buy |
2,893
+374
| +15% | +$31.4K | 0.05% | 68 |
|
|
2016
Q2 | $210K | Sell |
2,519
-662
| -21% | -$55.2K | 0.04% | 66 |
|
|
2016
Q1 | $258K | Buy |
3,181
+363
| +13% | +$29.4K | 0.05% | 62 |
|
|
2015
Q4 | $219K | Buy |
2,818
+13
| +0.5% | +$1.01K | 0.05% | 60 |
|
|
2015
Q3 | $207K | Buy |
2,805
+25
| +0.9% | +$1.85K | 0.05% | 59 |
|
|
2015
Q2 | $218K | Hold |
2,780
| – | – | 0.05% | 57 |
|
|
2015
Q1 | $224K | Buy |
2,780
+67
| +2% | +$5.4K | 0.05% | 55 |
|
|
2014
Q4 | $220K | Buy |
2,713
+16
| +0.6% | +$1.3K | 0.05% | 56 |
|
|
2014
Q3 | $208K | Buy |
+2,697
| New | +$208K | 0.05% | 53 |
|