LGWM
Litman Gregory Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.13M | Buy |
39,710
+519
| +1% | +$106K | 0.64% | 36 |
|
|
2025
Q1 | $7.6M | Buy |
39,191
+150
| +0.4% | +$29.1K | 0.65% | 37 |
|
|
2024
Q4 | $7.65M | Hold |
39,041
| – | – | 0.66% | 35 |
|
|
2024
Q3 | $7.73M | Hold |
39,041
| – | – | 0.65% | 37 |
|
|
2024
Q2 | $7.13M | Sell |
39,041
-26
| -0.1% | -$4.75K | 0.63% | 37 |
|
|
2024
Q1 | $7.13M | Hold |
39,067
| – | – | 0.65% | 36 |
|
|
2023
Q4 | $6.66M | Hold |
39,067
| – | – | 0.63% | 36 |
|
|
2023
Q3 | $6.07M | Hold |
39,067
| – | – | 0.63% | 35 |
|
|
2023
Q2 | $6.35M | Buy |
+39,067
| New | +$6.35M | 0.79% | 20 |
|
|
2023
Q1 | – | Sell |
-41,774
| Closed | -$6.34M | – | 100 |
|
|
2022
Q4 | $6.34M | Hold |
41,774
| – | – | 0.89% | 19 |
|
|
2022
Q3 | $5.65M | Sell |
41,774
-6
| -0% | -$811 | 0.9% | 19 |
|
|
2022
Q2 | $5.99M | Hold |
41,780
| – | – | 0.88% | 22 |
|
|
2022
Q1 | $6.78M | Buy |
41,780
+13
| +0% | +$2.11K | 0.99% | 18 |
|
|
2021
Q4 | $7.17M | Sell |
41,767
-270
| -0.6% | -$46.4K | 1.22% | 16 |
|
|
2021
Q3 | $6.46M | Buy |
42,037
+35,566
| +550% | +$5.46M | 1.22% | 15 |
|
|
2021
Q2 | $6.47K | Sell |
6,471
-35,676
| -85% | -$35.7K | 1.21% | 16 |
|
|
2021
Q1 | $6.2M | Sell |
42,147
-401
| -0.9% | -$59K | 1.21% | 14 |
|
|
2020
Q4 | $6.01M | Hold |
42,548
| – | – | 1.1% | 13 |
|
|
2020
Q3 | $5.47M | Sell |
42,548
-789
| -2% | -$102K | 1.13% | 14 |
|
|
2020
Q2 | $5.08M | Hold |
43,337
| – | – | 1.12% | 13 |
|
|
2020
Q1 | $4.48M | Sell |
43,337
-1,363
| -3% | -$141K | 1.13% | 15 |
|
|
2019
Q4 | $5.57M | Buy |
44,700
+114
| +0.3% | +$14.2K | 1.24% | 15 |
|
|
2019
Q3 | $5.33M | Hold |
44,586
| – | – | 1.3% | 15 |
|
|
2019
Q2 | $5.14M | Sell |
44,586
-1,496
| -3% | -$172K | 1.36% | 13 |
|
|
2019
Q1 | $5.05M | Sell |
46,082
-2,018
| -4% | -$221K | 1.38% | 13 |
|
|
2018
Q4 | $4.71M | Sell |
48,100
-1,900
| -4% | -$186K | 1.45% | 13 |
|
|
2018
Q3 | $5.54M | Sell |
50,000
-2,840
| -5% | -$314K | 1.87% | 10 |
|
|
2018
Q2 | $5.37M | Sell |
52,840
-101
| -0.2% | -$10.3K | 2.12% | 9 |
|
|
2018
Q1 | $5.35M | Buy |
52,941
+18,395
| +53% | +$1.86M | 2.18% | 7 |
|
|
2017
Q4 | $3.53K | Buy |
34,546
+7,280
| +27% | +$743 | 1.06% | 12 |
|
|
2017
Q3 | $2.59M | Buy |
27,266
+24,500
| +886% | +$2.32M | 1.26% | 11 |
|
|
2017
Q2 | $256K | Sell |
2,766
-445
| -14% | -$41.2K | 0.15% | 23 |
|
|
2017
Q1 | $289K | Buy |
3,211
+1,075
| +50% | +$96.8K | 0.18% | 25 |
|
|
2016
Q4 | $182K | Hold |
2,136
| – | – | 0.12% | 23 |
|
|
2016
Q3 | $179K | Buy |
+2,136
| New | +$179K | 0.13% | 22 |
|