White Lighthouse Investment 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 | $10.6M | Buy |
51,844
+828
| +2% | +$169K | 1.73% | 12 |
|
|
2025
Q1 | $9.9M | Sell |
51,016
-2,577
| -5% | -$500K | 1.77% | 12 |
|
|
2024
Q4 | $10.5M | Sell |
53,593
-2,624
| -5% | -$514K | 1.84% | 12 |
|
|
2024
Q3 | $11.1M | Sell |
56,217
-104
| -0.2% | -$20.6K | 2% | 12 |
|
|
2024
Q2 | $10.3M | Sell |
56,321
-420
| -0.7% | -$76.7K | 1.98% | 12 |
|
|
2024
Q1 | $10.4M | Sell |
56,741
-117
| -0.2% | -$21.4K | 2.1% | 12 |
|
|
2023
Q4 | $9.69M | Sell |
56,858
-1,094
| -2% | -$186K | 2.12% | 12 |
|
|
2023
Q3 | $9M | Sell |
57,952
-34
| -0.1% | -$5.28K | 2.19% | 12 |
|
|
2023
Q2 | $9.42M | Sell |
57,986
-2,992
| -5% | -$486K | 2.25% | 11 |
|
|
2023
Q1 | $9.39M | Buy |
60,978
+1,536
| +3% | +$237K | 2.37% | 10 |
|
|
2022
Q4 | $9.03M | Buy |
59,442
+66
| +0.1% | +$10K | 2.45% | 10 |
|
|
2022
Q3 | $8.03M | Buy |
59,376
+5,161
| +10% | +$698K | 2.34% | 11 |
|
|
2022
Q2 | $7.78M | Buy |
54,215
+3,457
| +7% | +$496K | 2.23% | 11 |
|
|
2022
Q1 | $8.23M | Sell |
50,758
-64
| -0.1% | -$10.4K | 2.09% | 13 |
|
|
2021
Q4 | $8.73M | Buy |
50,822
+176
| +0.3% | +$30.2K | 2.18% | 12 |
|
|
2021
Q3 | $7.78M | Buy |
50,646
+2,638
| +5% | +$405K | 2.09% | 13 |
|
|
2021
Q2 | $7.43M | Buy |
48,008
+363
| +0.8% | +$56.2K | 2.04% | 12 |
|
|
2021
Q1 | $7.01M | Sell |
47,645
-7,675
| -14% | -$1.13M | 2.14% | 11 |
|
|
2020
Q4 | $7.81M | Sell |
55,320
-442
| -0.8% | -$62.4K | 2.49% | 10 |
|
|
2020
Q3 | $7.17M | Sell |
55,762
-2,400
| -4% | -$309K | 2.48% | 11 |
|
|
2020
Q2 | $6.82M | Buy |
58,162
+1,216
| +2% | +$143K | 2.5% | 11 |
|
|
2020
Q1 | $5.89M | Buy |
56,946
+6,647
| +13% | +$687K | 2.46% | 11 |
|
|
2019
Q4 | $6.27M | Buy |
50,299
+4,485
| +10% | +$559K | 2.3% | 10 |
|
|
2019
Q3 | $5.48M | Buy |
45,814
+3,008
| +7% | +$360K | 2.2% | 10 |
|
|
2019
Q2 | $4.93M | Sell |
42,806
-2,763
| -6% | -$318K | 2.06% | 13 |
|
|
2019
Q1 | $5M | Sell |
45,569
-2,404
| -5% | -$264K | 2.29% | 12 |
|
|
2018
Q4 | $4.7M | Buy |
47,973
+245
| +0.5% | +$24K | 2.58% | 10 |
|
|
2018
Q3 | $5.28M | Sell |
47,728
-483
| -1% | -$53.5K | 2.7% | 11 |
|
|
2018
Q2 | $4.9M | Buy |
48,211
+3,044
| +7% | +$309K | 2.69% | 11 |
|
|
2018
Q1 | $4.56M | Buy |
45,167
+425
| +0.9% | +$42.9K | 2.62% | 11 |
|
|
2017
Q4 | $4.57M | Buy |
+44,742
| New | +$4.57M | 2.62% | 11 |
|