Lehman Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-800
| Closed | -$58K | – | 340 |
|
|
2015
Q3 | $58K | Buy |
800
+400
| +100% | +$29K | 0.03% | 133 |
|
|
2015
Q2 | $31K | Hold |
400
| – | – | 0.02% | 207 |
|
|
2015
Q1 | $32K | Buy |
400
+100
| +33% | +$8K | 0.01% | 204 |
|
|
2014
Q4 | $24K | Sell |
300
-100
| -25% | -$8K | 0.01% | 220 |
|
|
2014
Q3 | $31K | Buy |
400
+300
| +300% | +$23.3K | 0.02% | 189 |
|
|
2014
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 308 |
|
|
2014
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
|
2013
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 293 |
|
|
2013
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 289 |
|