Badgley Phelps Wealth Managers’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 | $821K | Hold |
3,996
| – | – | 0.02% | 189 |
|
|
2025
Q1 | $775K | Buy |
3,996
+1,496
| +60% | +$290K | 0.02% | 186 |
|
|
2024
Q4 | $489K | Hold |
2,500
| – | – | 0.01% | 213 |
|
|
2024
Q3 | $497K | Buy |
2,500
+47
| +2% | +$9.35K | 0.01% | 208 |
|
|
2024
Q2 | $450K | Sell |
2,453
-141
| -5% | -$25.9K | 0.01% | 204 |
|
|
2024
Q1 | $474K | Sell |
2,594
-439
| -14% | -$80.2K | 0.01% | 199 |
|
|
2023
Q4 | $517K | Buy |
3,033
+396
| +15% | +$67.5K | 0.01% | 189 |
|
|
2023
Q3 | $410K | Sell |
2,637
-1,854
| -41% | -$288K | 0.01% | 180 |
|
|
2023
Q2 | $730K | Buy |
4,491
+3
| +0.1% | +$487 | 0.02% | 163 |
|
|
2023
Q1 | $691K | Buy |
4,488
+1,592
| +55% | +$245K | 0.03% | 141 |
|
|
2022
Q4 | $440K | Buy |
2,896
+290
| +11% | +$44K | 0.02% | 155 |
|
|
2022
Q3 | $352K | Buy |
2,606
+605
| +30% | +$81.7K | 0.02% | 156 |
|
|
2022
Q2 | $287K | Sell |
2,001
-4,654
| -70% | -$668K | 0.01% | 172 |
|
|
2022
Q1 | $1.08M | Buy |
6,655
+1,601
| +32% | +$260K | 0.04% | 130 |
|
|
2021
Q4 | $868K | Sell |
5,054
-421
| -8% | -$72.3K | 0.03% | 137 |
|
|
2021
Q3 | $841K | Buy |
+5,475
| New | +$841K | 0.03% | 138 |
|