Lucia Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.55M | Sell |
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2020
Q2 | $2.38M | Buy |
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2020
Q1 | $1.95M | Buy |
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2019
Q4 | $2.08M | Buy |
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|
2019
Q3 | $1.6M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $145K | Sell |
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|
2018
Q3 | $229K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $151K | Buy |
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