Lutz Financial Services’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 | $770K | Hold |
3,760
| – | – | 0.06% | 63 |
|
|
2025
Q1 | $729K | Hold |
3,760
| – | – | 0.06% | 63 |
|
|
2024
Q4 | $736K | Hold |
3,760
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $745K | Hold |
3,760
| – | – | 0.06% | 64 |
|
|
2024
Q2 | $686K | Hold |
3,760
| – | – | 0.06% | 65 |
|
|
2024
Q1 | $687K | Hold |
3,760
| – | – | 0.06% | 64 |
|
|
2023
Q4 | $641K | Hold |
3,760
| – | – | 0.06% | 64 |
|
|
2023
Q3 | $584K | Hold |
3,760
| – | – | 0.06% | 61 |
|
|
2023
Q2 | $611K | Sell |
3,760
-50
| -1% | -$8.12K | 0.07% | 60 |
|
|
2023
Q1 | $587K | Buy |
3,810
+32
| +0.8% | +$4.93K | 0.07% | 60 |
|
|
2022
Q4 | $574K | Hold |
3,778
| – | – | 0.07% | 62 |
|
|
2022
Q3 | $511K | Sell |
3,778
-112
| -3% | -$15.1K | 0.07% | 59 |
|
|
2022
Q2 | $558K | Buy |
+3,890
| New | +$558K | 0.07% | 55 |
|
|
2020
Q1 | – | Sell |
-4,602
| Closed | -$574K | – | 69 |
|
|
2019
Q4 | $574K | Hold |
4,602
| – | – | 0.1% | 55 |
|
|
2019
Q3 | $550K | Hold |
4,602
| – | – | 0.11% | 52 |
|
|
2019
Q2 | $530K | Hold |
4,602
| – | – | 0.1% | 53 |
|
|
2019
Q1 | $505K | Sell |
4,602
-52,989
| -92% | -$5.81M | 0.1% | 48 |
|
|
2018
Q4 | $5.64M | Buy |
57,591
+50,954
| +768% | +$4.99M | 1.26% | 23 |
|
|
2018
Q3 | $735K | Buy |
+6,637
| New | +$735K | 0.16% | 37 |
|