Lido 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 | $19.8M | Buy |
96,129
+7,127
| +8% | +$1.46M | 0.08% | 149 |
|
|
2025
Q1 | $17.3M | Sell |
89,002
-912
| -1% | -$177K | 0.08% | 149 |
|
|
2024
Q4 | $17.6M | Buy |
89,914
+386
| +0.4% | +$75.6K | 0.08% | 143 |
|
|
2024
Q3 | $17.7M | Sell |
89,528
-2,182
| -2% | -$432K | 0.09% | 112 |
|
|
2024
Q2 | $16.8M | Sell |
91,710
-779
| -0.8% | -$143K | 0.09% | 109 |
|
|
2024
Q1 | $16.9M | Sell |
92,489
-3,062
| -3% | -$559K | 0.1% | 104 |
|
|
2023
Q4 | $16.3M | Buy |
95,551
+3,076
| +3% | +$524K | 0.11% | 92 |
|
|
2023
Q3 | $14.4M | Buy |
92,475
+13,948
| +18% | +$2.17M | 0.11% | 100 |
|
|
2023
Q2 | $12.8M | Buy |
78,527
+36,527
| +87% | +$5.93M | 0.09% | 120 |
|
|
2023
Q1 | $6.47M | Buy |
42,000
+24,101
| +135% | +$3.71M | 0.06% | 166 |
|
|
2022
Q4 | $2.72M | Buy |
17,899
+215
| +1% | +$32.6K | 0.03% | 229 |
|
|
2022
Q3 | $2.39M | Buy |
17,684
+3,877
| +28% | +$524K | 0.03% | 211 |
|
|
2022
Q2 | $1.98M | Sell |
13,807
-1,412
| -9% | -$203K | 0.03% | 216 |
|
|
2022
Q1 | $2.47M | Buy |
15,219
+2,881
| +23% | +$467K | 0.03% | 212 |
|
|
2021
Q4 | $2.12M | Buy |
12,338
+683
| +6% | +$117K | 0.02% | 234 |
|
|
2021
Q3 | $1.79M | Buy |
11,655
+896
| +8% | +$138K | 0.03% | 255 |
|
|
2021
Q2 | $1.67M | Sell |
10,759
-5
| -0% | -$774 | 0.02% | 252 |
|
|
2021
Q1 | $1.58M | Sell |
10,764
-12,533
| -54% | -$1.84M | 0.03% | 238 |
|
|
2020
Q4 | $3.29M | Buy |
23,297
+14,269
| +158% | +$2.01M | 0.07% | 143 |
|
|
2020
Q3 | $1.17M | Sell |
9,028
-38,140
| -81% | -$4.93M | 0.03% | 209 |
|
|
2020
Q2 | $5.56M | Sell |
47,168
-7,863
| -14% | -$926K | 0.17% | 72 |
|
|
2020
Q1 | $5.69M | Sell |
55,031
-10,676
| -16% | -$1.1M | 0.24% | 53 |
|
|
2019
Q4 | $8.19M | Sell |
65,707
-4,804
| -7% | -$599K | 0.33% | 44 |
|
|
2019
Q3 | $8.43M | Sell |
70,511
-6,008
| -8% | -$718K | 0.43% | 37 |
|
|
2019
Q2 | $8.81M | Sell |
76,519
-14,200
| -16% | -$1.64M | 0.5% | 33 |
|
|
2019
Q1 | $9.99M | Buy |
90,719
+33,950
| +60% | +$3.74M | 0.65% | 30 |
|
|
2018
Q4 | $5.56M | Buy |
56,769
+51,353
| +948% | +$5.03M | 0.55% | 27 |
|
|
2018
Q3 | $602K | Buy |
5,416
+3,257
| +151% | +$362K | 0.06% | 195 |
|
|
2018
Q2 | $219K | Sell |
2,159
-1,667
| -44% | -$169K | 0.03% | 363 |
|
|
2018
Q1 | $386K | Buy |
3,826
+287
| +8% | +$29K | 0.05% | 229 |
|
|
2017
Q4 | $361K | Buy |
3,539
+139
| +4% | +$14.2K | 0.05% | 186 |
|
|
2017
Q3 | $329K | Buy |
+3,400
| New | +$329K | 0.05% | 192 |
|