Lutz Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $811K | Hold |
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|
2025
Q2 | $770K | Hold |
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|
2025
Q1 | $729K | Hold |
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|
2024
Q4 | $736K | Hold |
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|
2024
Q3 | $745K | Hold |
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|
2024
Q2 | $686K | Hold |
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|
2024
Q1 | $687K | Hold |
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|
2023
Q4 | $641K | Hold |
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|
2023
Q3 | $584K | Hold |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $574K | Hold |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $558K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $574K | Hold |
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|
2019
Q3 | $550K | Hold |
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|
2019
Q2 | $530K | Hold |
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|
2019
Q1 | $505K | Sell |
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|
2018
Q4 | $5.64M | Buy |
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|
2018
Q3 | $735K | Buy |
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