LWA
Lowe Wealth 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 | $647K | Sell |
3,162
-148
| -4% | -$30.3K | 0.25% | 35 |
|
|
2025
Q1 | $642K | Buy |
3,310
+770
| +30% | +$149K | 0.27% | 32 |
|
|
2024
Q4 | $497K | Buy |
2,540
+15
| +0.6% | +$2.94K | 0.21% | 33 |
|
|
2024
Q3 | $500K | Hold |
2,525
| – | – | 0.22% | 34 |
|
|
2024
Q2 | $461K | Buy |
2,525
+2,448
| +3,179% | +$447K | 0.21% | 32 |
|
|
2024
Q1 | $14.1K | Buy |
77
+25
| +48% | +$4.57K | 0.01% | 189 |
|
|
2023
Q4 | $8.86K | Hold |
52
| – | – | ﹤0.01% | 216 |
|
|
2023
Q3 | $8.08K | Hold |
52
| – | – | ﹤0.01% | 210 |
|
|
2023
Q2 | $8.45K | Hold |
52
| – | – | ﹤0.01% | 230 |
|
|
2023
Q1 | $8.01K | Buy |
+52
| New | +$8.01K | ﹤0.01% | 223 |
|
|
2017
Q3 | – | Sell |
-331
| Closed | -$31K | – | 255 |
|
|
2017
Q2 | $31K | Hold |
331
| – | – | 0.02% | 76 |
|
|
2017
Q1 | $30K | Hold |
331
| – | – | 0.02% | 76 |
|
|
2016
Q4 | $28K | Hold |
331
| – | – | 0.02% | 78 |
|
|
2016
Q3 | $28K | Hold |
331
| – | – | 0.02% | 83 |
|
|
2016
Q2 | $28K | Hold |
331
| – | – | 0.02% | 76 |
|
|
2016
Q1 | $27K | Hold |
331
| – | – | 0.02% | 77 |
|
|
2015
Q4 | $26K | Buy |
+331
| New | +$26K | 0.02% | 73 |
|