Legacy Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $304K | Hold |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $376K | Sell |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $324K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $61K | Hold |
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|
2018
Q4 | $55K | Hold |
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|
2018
Q3 | $61K | Hold |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $56K | Hold |
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|
2017
Q4 | $57K | Buy |
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