LA
LM 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 | $19.9M | Buy |
97,238
+449
| +0.5% | +$91.9K | 2.56% | 9 |
|
|
2025
Q1 | $18.8M | Buy |
96,789
+3,156
| +3% | +$612K | 3.38% | 7 |
|
|
2024
Q4 | $18.3M | Buy |
93,633
+8,516
| +10% | +$1.67M | 3.28% | 7 |
|
|
2024
Q3 | $16.6M | Sell |
85,117
-1,754
| -2% | -$342K | 3.37% | 7 |
|
|
2024
Q2 | $15.6M | Buy |
86,871
+460
| +0.5% | +$82.7K | 0.03% | 30 |
|
|
2024
Q1 | $15.5M | Sell |
86,411
-6,938
| -7% | -$1.25M | 2.47% | 8 |
|
|
2023
Q4 | $15.9M | Buy |
+93,349
| New | +$15.9M | 3.2% | 7 |
|