LRIA
Leonard Rickey Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
5,701
+138
| +2% | +$28.2K | 0.23% | 41 |
|
|
2025
Q1 | $1.04M | Buy |
5,563
+24
| +0.4% | +$4.48K | 0.22% | 39 |
|
|
2024
Q4 | $1.08M | Sell |
5,539
-9
| -0.2% | -$1.76K | 0.25% | 38 |
|
|
2024
Q3 | $1.1M | Buy |
5,548
+44
| +0.8% | +$8.71K | 0.25% | 40 |
|
|
2024
Q2 | $1M | Sell |
5,504
-54
| -1% | -$9.86K | 0.24% | 40 |
|
|
2024
Q1 | $1.02M | Buy |
5,558
+9
| +0.2% | +$1.64K | 0.26% | 38 |
|
|
2023
Q4 | $946K | Buy |
5,549
+26
| +0.5% | +$4.43K | 0.28% | 36 |
|
|
2023
Q3 | $858K | Buy |
5,523
+299
| +6% | +$46.5K | 0.28% | 37 |
|
|
2023
Q2 | $849K | Hold |
5,224
| – | – | 0.32% | 33 |
|
|
2023
Q1 | $805K | Sell |
5,224
-83
| -2% | -$12.8K | 0.31% | 32 |
|
|
2022
Q4 | $806K | Sell |
5,307
-48
| -0.9% | -$7.29K | 0.34% | 29 |
|
|
2022
Q3 | $724K | Buy |
5,355
+20
| +0.4% | +$2.7K | 0.34% | 30 |
|
|
2022
Q2 | $765K | Buy |
5,335
+3
| +0.1% | +$430 | 0.33% | 30 |
|
|
2022
Q1 | $865K | Sell |
5,332
-229
| -4% | -$37.2K | 0.33% | 32 |
|
|
2021
Q4 | $955K | Sell |
5,561
-20
| -0.4% | -$3.44K | 0.35% | 32 |
|
|
2021
Q3 | $857K | Buy |
5,581
+3
| +0.1% | +$461 | 0.36% | 32 |
|
|
2021
Q2 | $881K | Sell |
5,578
-143
| -2% | -$22.6K | 0.38% | 33 |
|
|
2021
Q1 | $841K | Buy |
5,721
+119
| +2% | +$17.5K | 0.34% | 31 |
|
|
2020
Q4 | $791K | Sell |
5,602
-42
| -0.7% | -$5.93K | 0.36% | 30 |
|
|
2020
Q3 | $726K | Sell |
5,644
-154
| -3% | -$19.8K | 0.45% | 27 |
|
|
2020
Q2 | $679K | Buy |
5,798
+384
| +7% | +$45K | 0.44% | 28 |
|
|
2020
Q1 | $560K | Sell |
5,414
-62
| -1% | -$6.41K | 0.43% | 30 |
|
|
2019
Q4 | $683K | Buy |
5,476
+1
| +0% | +$125 | 0.41% | 32 |
|
|
2019
Q3 | $655K | Buy |
5,475
+808
| +17% | +$96.7K | 0.44% | 33 |
|
|
2019
Q2 | $537K | Sell |
4,667
-396
| -8% | -$45.6K | 0.36% | 37 |
|
|
2019
Q1 | $555K | Sell |
5,063
-8
| -0.2% | -$877 | 0.4% | 32 |
|
|
2018
Q4 | $497K | Buy |
5,071
+88
| +2% | +$8.63K | 0.41% | 31 |
|
|
2018
Q3 | $552K | Sell |
4,983
-944
| -16% | -$105K | 0.4% | 30 |
|
|
2018
Q2 | $602K | Sell |
5,927
-726
| -11% | -$73.7K | 0.45% | 28 |
|
|
2018
Q1 | $672K | Sell |
6,653
-1,226
| -16% | -$124K | 0.52% | 27 |
|
|
2017
Q4 | $804K | Buy |
+7,879
| New | +$804K | 0.62% | 24 |
|