Lyell Wealth Management’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 | $391K | Hold |
|
|||||
|
2025
Q2 | $370K | Hold |
|
|||||
|
2025
Q1 | $351K | Hold |
|
|||||
|
2024
Q4 | $354K | Buy |
|
|||||
|
2024
Q3 | $345K | Hold |
|
|||||
|
2024
Q2 | $318K | Hold |
|
|||||
|
2024
Q1 | $318K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $232K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $313K | Hold |
|
|||||
|
2020
Q3 | $287K | Sell |
|
|||||
|
2020
Q2 | $348K | Sell |
|
|||||
|
2020
Q1 | $310K | Buy |
|
|||||
|
2019
Q4 | $372K | Buy |
|
|||||
|
2019
Q3 | $352K | Sell |
|
|||||
|
2019
Q2 | $403K | Sell |
|
|||||
|
2019
Q1 | $437K | Buy |
|