LWA
Ledgewood Wealth 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 | $1.23M | Sell |
6,006
-109
| -2% | -$22.3K | 0.77% | 26 |
|
|
2025
Q1 | $1.19M | Hold |
6,115
| – | – | 0.77% | 26 |
|
|
2024
Q4 | $1.2M | Hold |
6,115
| – | – | 0.77% | 27 |
|
|
2024
Q3 | $1.21M | Sell |
6,115
-173
| -3% | -$34.3K | 0.82% | 23 |
|
|
2024
Q2 | $1.15M | Sell |
6,288
-251
| -4% | -$45.8K | 0.99% | 23 |
|
|
2024
Q1 | $1.19M | Sell |
6,539
-321
| -5% | -$58.6K | 1.11% | 21 |
|
|
2023
Q4 | $1.17M | Buy |
+6,860
| New | +$1.17M | 1.08% | 21 |
|