LWMG LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.06M | Buy |
5,374
+403
| +8% | +$79.8K | 0.2% | 35 |
|
|
2024
Q2 | $908K | Hold |
4,971
| – | – | 0.19% | 38 |
|
|
2024
Q1 | $908K | Buy |
4,971
+4
| +0.1% | +$731 | 0.21% | 35 |
|
|
2023
Q4 | $846K | Buy |
4,967
+44
| +0.9% | +$7.5K | 0.21% | 36 |
|
|
2023
Q3 | $765K | Sell |
4,923
-19
| -0.4% | -$2.95K | 0.21% | 38 |
|
|
2023
Q2 | $803K | Hold |
4,942
| – | – | 0.22% | 34 |
|
|
2023
Q1 | $761K | Sell |
4,942
-691
| -12% | -$106K | 0.24% | 33 |
|
|
2022
Q4 | $855K | Buy |
+5,633
| New | +$855K | 0.31% | 40 |
|