LPAM
Lodestar Private Asset 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 | $25.4M | Sell |
124,153
-1,463
| -1% | -$299K | 2.93% | 8 |
|
|
2025
Q1 | $24.4M | Buy |
125,616
+1,433
| +1% | +$278K | 3.06% | 7 |
|
|
2024
Q4 | $24.3M | Buy |
124,183
+1,030
| +0.8% | +$202K | 3.04% | 7 |
|
|
2024
Q3 | $24.4M | Sell |
123,153
-383
| -0.3% | -$75.9K | 3.11% | 6 |
|
|
2024
Q2 | $22.6M | Buy |
123,536
+1,009
| +0.8% | +$184K | 3.1% | 6 |
|
|
2024
Q1 | $22.4M | Buy |
122,527
+3,064
| +3% | +$560K | 3.19% | 5 |
|
|
2023
Q4 | $20.4M | Buy |
119,463
+1,284
| +1% | +$219K | 3.12% | 6 |
|
|
2023
Q3 | $18.4M | Sell |
118,179
-572
| -0.5% | -$88.9K | 3.14% | 7 |
|
|
2023
Q2 | $19.3M | Sell |
118,751
-428
| -0.4% | -$69.5K | 3.24% | 7 |
|
|
2023
Q1 | $18.4M | Sell |
119,179
-2,306
| -2% | -$355K | 3.28% | 6 |
|
|
2022
Q4 | $18.4M | Buy |
+121,485
| New | +$18.4M | 3.54% | 6 |
|