LWA
Lineweaver Wealth 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 | $335K | Hold |
1,638
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $318K | Buy |
1,638
+1
| +0.1% | +$194 | 0.05% | 121 |
|
|
2024
Q4 | $321K | Buy |
1,637
+11
| +0.7% | +$2.16K | 0.06% | 115 |
|
|
2024
Q3 | $322K | Hold |
1,626
| – | – | 0.06% | 109 |
|
|
2024
Q2 | $297K | Sell |
1,626
-72
| -4% | -$13.1K | 0.06% | 113 |
|
|
2024
Q1 | $310K | Buy |
1,698
+1
| +0.1% | +$183 | 0.07% | 111 |
|
|
2023
Q4 | $289K | Buy |
+1,697
| New | +$289K | 0.07% | 113 |
|