LFA
Legacy Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,640
| Closed | -$325K | – | 371 |
|
|
2024
Q3 | $325K | Sell |
1,640
-13
| -0.8% | -$2.58K | 0.05% | 263 |
|
|
2024
Q2 | $302K | Sell |
1,653
-10
| -0.6% | -$1.83K | 0.05% | 252 |
|
|
2024
Q1 | $304K | Hold |
1,663
| – | – | 0.05% | 248 |
|
|
2023
Q4 | $283K | Buy |
1,663
+23
| +1% | +$3.92K | 0.05% | 238 |
|
|
2023
Q3 | $255K | Sell |
1,640
-40
| -2% | -$6.22K | 0.05% | 219 |
|
|
2023
Q2 | $273K | Hold |
1,680
| – | – | 0.05% | 207 |
|
|
2023
Q1 | $259K | Sell |
1,680
-52
| -3% | -$8.01K | 0.05% | 205 |
|
|
2022
Q4 | $263K | Sell |
1,732
-585
| -25% | -$88.8K | 0.06% | 194 |
|
|
2022
Q3 | $313K | Hold |
2,317
| – | – | 0.07% | 154 |
|
|
2022
Q2 | $332K | Hold |
2,317
| – | – | 0.08% | 136 |
|
|
2022
Q1 | $376K | Sell |
2,317
-1,000
| -30% | -$162K | 0.08% | 135 |
|
|
2021
Q4 | $570K | Buy |
3,317
+552
| +20% | +$94.9K | 0.13% | 79 |
|
|
2021
Q3 | $425K | Buy |
2,765
+35
| +1% | +$5.38K | 0.1% | 93 |
|
|
2021
Q2 | $423K | Buy |
2,730
+530
| +24% | +$82.1K | 0.11% | 86 |
|
|
2021
Q1 | $324K | Buy |
+2,200
| New | +$324K | 0.09% | 98 |
|
|
2019
Q2 | – | Sell |
-560
| Closed | -$61K | – | 875 |
|
|
2019
Q1 | $61K | Hold |
560
| – | – | 0.02% | 246 |
|
|
2018
Q4 | $55K | Hold |
560
| – | – | 0.02% | 230 |
|
|
2018
Q3 | $61K | Hold |
560
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $59K | Hold |
560
| – | – | 0.02% | 223 |
|
|
2018
Q1 | $56K | Hold |
560
| – | – | 0.02% | 231 |
|
|
2017
Q4 | $57K | Buy |
+560
| New | +$57K | 0.02% | 227 |
|