Long Island 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
$479K Hold
2,339
0.25% 58
2025
Q1
$454K Sell
2,339
-8
-0.3% -$1.55K 0.28% 56
2024
Q4
$460K Buy
2,347
+1
+0% +$196 0.29% 54
2024
Q3
$465K Buy
2,346
+14
+0.6% +$2.77K 0.31% 51
2024
Q2
$426K Sell
2,332
-231
-9% -$42.2K 0.3% 55
2024
Q1
$468K Buy
2,563
+6
+0.2% +$1.1K 0.33% 53
2023
Q4
$436K Buy
+2,557
New +$436K 0.31% 54