Leonard Rickey Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Buy |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $946K | Buy |
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|
2023
Q3 | $858K | Buy |
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|
2023
Q2 | $849K | Hold |
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|
2023
Q1 | $805K | Sell |
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|
2022
Q4 | $806K | Sell |
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|
2022
Q3 | $724K | Buy |
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|
2022
Q2 | $765K | Buy |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $955K | Sell |
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|
2021
Q3 | $857K | Buy |
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|
2021
Q2 | $881K | Sell |
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|
2021
Q1 | $841K | Buy |
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|
2020
Q4 | $791K | Sell |
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|
2020
Q3 | $726K | Sell |
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|
2020
Q2 | $679K | Buy |
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|
2020
Q1 | $560K | Sell |
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|
2019
Q4 | $683K | Buy |
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|
2019
Q3 | $655K | Buy |
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|
2019
Q2 | $537K | Sell |
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|
2019
Q1 | $555K | Sell |
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|
2018
Q4 | $497K | Buy |
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|
2018
Q3 | $552K | Sell |
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|
2018
Q2 | $602K | Sell |
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|
2018
Q1 | $672K | Sell |
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|
2017
Q4 | $804K | Buy |
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