LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $19.8M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $17.7M | Sell |
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|
2023
Q1 | $17.5M | Buy |
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|
2022
Q4 | $16.8M | Sell |
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|
2022
Q3 | $15.2M | Sell |
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|
2022
Q2 | $16.1M | Buy |
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|
2022
Q1 | $17.9M | Sell |
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|
2021
Q4 | $19.1M | Buy |
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|
2021
Q3 | $17M | Buy |
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|
2021
Q2 | $16.7M | Buy |
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|
2021
Q1 | $14.7M | Buy |
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|
2020
Q4 | $13.8M | Sell |
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|
2020
Q3 | $13.2M | Sell |
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|
2020
Q2 | $12.4M | Sell |
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|
2020
Q1 | $11M | Buy |
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|
2019
Q4 | $12.9M | Buy |
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