Lee, Danner & Bass’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 | $204K | Sell |
995
-100
| -9% | -$20.5K | 0.02% | 219 |
|
|
2025
Q1 | $212K | Hold |
1,095
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $215K | Buy |
+1,095
| New | +$215K | 0.02% | 219 |
|
|
2023
Q2 | – | Sell |
-1,510
| Closed | -$232K | – | 206 |
|
|
2023
Q1 | $232K | Hold |
1,510
| – | – | 0.02% | 190 |
|
|
2022
Q4 | $229K | Sell |
1,510
-90
| -6% | -$13.6K | 0.02% | 186 |
|
|
2022
Q3 | $216K | Hold |
1,600
| – | – | 0.02% | 184 |
|
|
2022
Q2 | $229K | Hold |
1,600
| – | – | 0.02% | 184 |
|
|
2022
Q1 | $259K | Buy |
+1,600
| New | +$259K | 0.02% | 185 |
|