Badgley Phelps Wealth Managers’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 | $857K | Sell |
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|
2025
Q2 | $821K | Hold |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $489K | Hold |
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|
2024
Q3 | $497K | Buy |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $868K | Sell |
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|
2021
Q3 | $841K | Buy |
|