LJI Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $347K | Hold |
1,695
| – | – | 0.06% | 133 |
|
2025
Q1 | $329K | Hold |
1,695
| – | – | 0.07% | 125 |
|
2024
Q4 | $332K | Sell |
1,695
-1,041
| -38% | -$204K | 0.07% | 124 |
|
2024
Q3 | $542K | Buy |
2,736
+2
| +0.1% | +$396 | 0.11% | 96 |
|
2024
Q2 | $499K | Hold |
2,734
| – | – | 0.11% | 96 |
|
2024
Q1 | $499K | Buy |
2,734
+1
| +0% | +$183 | 0.13% | 80 |
|
2023
Q4 | $466K | Buy |
2,733
+4
| +0.1% | +$682 | 0.12% | 91 |
|
2023
Q3 | $424K | Buy |
2,729
+13
| +0.5% | +$2.02K | 0.12% | 90 |
|
2023
Q2 | $441K | Sell |
2,716
-100
| -4% | -$16.2K | 0.13% | 84 |
|
2023
Q1 | $434K | Buy |
2,816
+452
| +19% | +$69.6K | 0.14% | 81 |
|
2022
Q4 | $359K | Buy |
+2,364
| New | +$359K | 0.13% | 85 |
|