LWM
Lodestone 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 | $329K | Hold |
1,606
| – | – | 0.16% | 126 |
|
|
2025
Q1 | $311K | Buy |
1,606
+291
| +22% | +$56.4K | 0.17% | 119 |
|
|
2024
Q4 | $258K | Sell |
1,315
-109
| -8% | -$21.4K | 0.13% | 128 |
|
|
2024
Q3 | $282K | Buy |
1,424
+6
| +0.4% | +$1.19K | 0.14% | 116 |
|
|
2024
Q2 | $259K | Hold |
1,418
| – | – | 0.14% | 133 |
|
|
2024
Q1 | $259K | Sell |
1,418
-33
| -2% | -$6.03K | 0.14% | 131 |
|
|
2023
Q4 | $247K | Buy |
+1,451
| New | +$247K | 0.14% | 130 |
|