Lyell Wealth Management’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 | $370K | Hold |
1,810
| – | – | 0.03% | 164 |
|
|
2025
Q1 | $351K | Hold |
1,810
| – | – | 0.03% | 163 |
|
|
2024
Q4 | $354K | Buy |
1,810
+67
| +4% | +$13.1K | 0.03% | 159 |
|
|
2024
Q3 | $345K | Hold |
1,743
| – | – | 0.03% | 169 |
|
|
2024
Q2 | $318K | Hold |
1,743
| – | – | 0.03% | 164 |
|
|
2024
Q1 | $318K | Buy |
+1,743
| New | +$318K | 0.03% | 167 |
|
|
2021
Q3 | – | Sell |
-1,501
| Closed | -$232K | – | 190 |
|
|
2021
Q2 | $232K | Buy |
+1,501
| New | +$232K | 0.03% | 174 |
|
|
2021
Q1 | – | Sell |
-2,221
| Closed | -$313K | – | 176 |
|
|
2020
Q4 | $313K | Hold |
2,221
| – | – | 0.05% | 137 |
|
|
2020
Q3 | $287K | Sell |
2,221
-735
| -25% | -$95K | 0.05% | 115 |
|
|
2020
Q2 | $348K | Sell |
2,956
-43
| -1% | -$5.06K | 0.08% | 95 |
|
|
2020
Q1 | $310K | Buy |
2,999
+18
| +0.6% | +$1.86K | 0.09% | 96 |
|
|
2019
Q4 | $372K | Buy |
2,981
+35
| +1% | +$4.37K | 0.1% | 94 |
|
|
2019
Q3 | $352K | Sell |
2,946
-550
| -16% | -$65.7K | 0.11% | 93 |
|
|
2019
Q2 | $403K | Sell |
3,496
-476
| -12% | -$54.9K | 0.12% | 93 |
|
|
2019
Q1 | $437K | Buy |
+3,972
| New | +$437K | 0.15% | 92 |
|