LFS
Legacy Financial Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Hold |
4,515
| – | – | 0.18% | 61 |
|
|
2025
Q1 | $876K | Buy |
4,515
+115
| +3% | +$22.3K | 0.19% | 55 |
|
|
2024
Q4 | $858K | Buy |
4,400
+201
| +5% | +$39.2K | 0.18% | 56 |
|
|
2024
Q3 | $832K | Hold |
4,199
| – | – | 0.18% | 56 |
|
|
2024
Q2 | $770K | Hold |
4,199
| – | – | 0.19% | 58 |
|
|
2024
Q1 | $767K | Hold |
4,199
| – | – | 0.2% | 52 |
|
|
2023
Q4 | $716K | Hold |
4,199
| – | – | 0.2% | 50 |
|
|
2023
Q3 | $663K | Hold |
4,199
| – | – | 0.21% | 47 |
|
|
2023
Q2 | $682K | Hold |
4,199
| – | – | 0.23% | 47 |
|
|
2023
Q1 | $647K | Hold |
4,199
| – | – | 0.24% | 49 |
|
|
2022
Q4 | $638K | Hold |
4,199
| – | – | 0.26% | 46 |
|
|
2022
Q3 | $568K | Buy |
+4,199
| New | +$568K | 0.26% | 47 |
|
|
2018
Q3 | – | Sell |
-6,919
| Closed | -$703K | – | 88 |
|
|
2018
Q2 | $703K | Buy |
6,919
+283
| +4% | +$28.8K | 0.63% | 19 |
|
|
2018
Q1 | $671K | Buy |
6,636
+278
| +4% | +$28.1K | 0.66% | 21 |
|
|
2017
Q4 | $649K | Buy |
+6,358
| New | +$649K | 0.69% | 24 |
|