LRI Investments’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 | $2.07M | Sell |
10,124
-11
| -0.1% | -$2.25K | 0.18% | 56 |
|
|
2025
Q1 | $1.97M | Buy |
10,135
+413
| +4% | +$80.1K | 0.19% | 57 |
|
|
2024
Q4 | $1.9M | Hold |
9,722
| – | – | 0.18% | 46 |
|
|
2024
Q3 | $1.95M | Hold |
9,722
| – | – | 0.19% | 47 |
|
|
2024
Q2 | $1.77M | Hold |
9,722
| – | – | 0.2% | 41 |
|
|
2024
Q1 | $1.78M | Buy |
+9,722
| New | +$1.78M | 0.45% | 33 |
|