LWP
Legacy Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $5.92M | Sell |
38,219
-44,051
| -54% | -$6.82M | 3.29% | 8 |
|
|
2021
Q1 | $12.1M | Buy |
82,270
+57,866
| +237% | +$8.51M | 7.08% | 3 |
|
|
2020
Q4 | $3.45M | Sell |
24,404
-49,157
| -67% | -$6.94M | 2.17% | 11 |
|
|
2020
Q3 | $9.46M | Buy |
73,561
+32,823
| +81% | +$4.22M | 6.69% | 4 |
|
|
2020
Q2 | $4.77M | Sell |
40,738
-3,630
| -8% | -$425K | 3.61% | 8 |
|
|
2020
Q1 | $4.59M | Sell |
44,368
-26,907
| -38% | -$2.78M | 4.27% | 6 |
|
|
2019
Q4 | $9.22M | Buy |
+71,275
| New | +$9.22M | 6.71% | 3 |
|