BTWM
Baker Tilly Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,226
| Closed | -$238K | – | 248 |
|
|
2025
Q1 | $238K | Sell |
1,226
-11,962
| -91% | -$2.32M | 0.09% | 213 |
|
|
2024
Q4 | $2.58M | Buy |
+13,188
| New | +$2.58M | 1.01% | 21 |
|
|
2024
Q1 | – | Sell |
-1,826
| Closed | -$311K | – | 472 |
|
|
2023
Q4 | $311K | Buy |
+1,826
| New | +$311K | 0.05% | 380 |
|
|
2023
Q1 | – | Sell |
-3,813
| Closed | -$579K | – | 576 |
|
|
2022
Q4 | $579K | Buy |
3,813
+908
| +31% | +$138K | 0.07% | 287 |
|
|
2022
Q3 | $393K | Sell |
2,905
-150
| -5% | -$20.3K | 0.05% | 356 |
|
|
2022
Q2 | $438K | Sell |
3,055
-1,702
| -36% | -$244K | 0.06% | 340 |
|
|
2022
Q1 | $771K | Sell |
4,757
-497
| -9% | -$80.6K | 0.09% | 237 |
|
|
2021
Q4 | $902K | Buy |
+5,254
| New | +$902K | 0.1% | 227 |
|
|
2021
Q3 | – | Sell |
-2,517
| Closed | -$390K | – | 521 |
|
|
2021
Q2 | $390K | Buy |
+2,517
| New | +$390K | 0.06% | 338 |
|