Moody Lynn & Lieberson’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 | $1.15M | Hold |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $960K | Hold |
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|
2023
Q3 | $876K | Hold |
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|
2023
Q2 | $915K | Hold |
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|
2023
Q1 | $868K | Hold |
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|
2022
Q4 | $855K | Sell |
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|
2022
Q3 | $764K | Hold |
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|
2022
Q2 | $811K | Hold |
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|
2022
Q1 | $917K | Sell |
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|
2021
Q4 | $976K | Hold |
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|
2021
Q3 | $873K | Hold |
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|
2021
Q2 | $880K | Sell |
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|
2021
Q1 | $836K | Hold |
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|
2020
Q4 | $803K | Hold |
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|
2020
Q3 | $732K | Hold |
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|
2020
Q2 | $666K | Sell |
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|
2020
Q1 | $646 | Sell |
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|
2019
Q4 | $846K | Hold |
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|
2019
Q3 | $811K | Hold |
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|
2019
Q2 | $781K | Hold |
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|
2019
Q1 | $744K | Sell |
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|
2018
Q4 | $670K | Sell |
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|
2018
Q3 | $790K | Hold |
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|
2018
Q2 | $725K | Sell |
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|
2018
Q1 | $739K | Hold |
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|
2017
Q4 | $785K | Sell |
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|
2017
Q3 | $708K | Hold |
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|
2017
Q2 | $692K | Hold |
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|
2017
Q1 | $672K | Sell |
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|
2016
Q4 | $651K | Sell |
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|
2016
Q3 | $650K | Buy |
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|
2016
Q2 | $643K | Hold |
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|
2016
Q1 | $628K | Sell |
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|
2015
Q4 | $606K | Sell |
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|
2015
Q3 | $580K | Sell |
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|
2015
Q2 | $662K | Sell |
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|
2015
Q1 | $799K | Hold |
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|
2014
Q4 | $806K | Sell |
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|
2014
Q3 | $767K | Sell |
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|
2014
Q2 | $816K | Sell |
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|
2014
Q1 | $791K | Sell |
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|
2013
Q4 | $822K | Hold |
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|
2013
Q3 | $761K | Sell |
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|
2013
Q2 | $733K | Buy |
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