LMG Wealth Partners’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 | $480K | Hold |
2,343
| – | – | 0.1% | 103 |
|
|
2025
Q1 | $455K | Sell |
2,343
-258
| -10% | -$50K | 0.1% | 99 |
|
|
2024
Q4 | $509K | Hold |
2,601
| – | – | 0.11% | 94 |
|
|
2024
Q3 | $515K | Hold |
2,601
| – | – | 0.12% | 89 |
|
|
2024
Q2 | $475K | Hold |
2,601
| – | – | 0.12% | 90 |
|
|
2024
Q1 | $475K | Hold |
2,601
| – | – | 0.12% | 94 |
|
|
2023
Q4 | $443K | Sell |
2,601
-26
| -1% | -$4.43K | 0.12% | 77 |
|
|
2023
Q3 | $408K | Sell |
2,627
-69
| -3% | -$10.7K | 0.12% | 76 |
|
|
2023
Q2 | $438K | Hold |
2,696
| – | – | 0.13% | 79 |
|
|
2023
Q1 | $415K | Sell |
2,696
-396
| -13% | -$61K | 0.13% | 81 |
|
|
2022
Q4 | $481K | Buy |
+3,092
| New | +$481K | 0.16% | 75 |
|