BAM
Baldrige Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $407K | Buy |
2,642
+74
| +3% | +$11.4K | 0.17% | 76 |
|
|
2022
Q4 | $390K | Buy |
2,568
+65
| +3% | +$9.87K | 0.17% | 79 |
|
|
2022
Q3 | $338K | Hold |
2,503
| – | – | 0.16% | 85 |
|
|
2022
Q2 | $359K | Hold |
2,503
| – | – | 0.16% | 83 |
|
|
2022
Q1 | $406K | Sell |
2,503
-36
| -1% | -$5.84K | 0.17% | 81 |
|
|
2021
Q4 | $436K | Buy |
2,539
+1
| +0% | +$172 | 0.17% | 73 |
|
|
2021
Q3 | $390K | Buy |
2,538
+2
| +0.1% | +$307 | 0.16% | 74 |
|
|
2021
Q2 | $393K | Sell |
2,536
-52
| -2% | -$8.06K | 0.17% | 74 |
|
|
2021
Q1 | $381K | Buy |
2,588
+1
| +0% | +$147 | 0.21% | 67 |
|
|
2020
Q4 | $365K | Buy |
2,587
+11
| +0.4% | +$1.55K | 0.22% | 69 |
|
|
2020
Q3 | $331K | Buy |
2,576
+1
| +0% | +$128 | 0.22% | 68 |
|
|
2020
Q2 | $302K | Buy |
2,575
+545
| +27% | +$63.9K | 0.23% | 67 |
|
|
2020
Q1 | $210K | Buy |
+2,030
| New | +$210K | 0.18% | 69 |
|