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BIM
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Baldwin Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Baldwin Investment Management’s Portfolio VIG Stock Details VIG Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$623K Buy
2025
Q2
$589K Sell
2025
Q1
$563K Sell
2024
Q4
$676K Sell
2024
Q3
$1.05M Buy
2024
Q2
$965K Buy
2024
Q1
$962K Buy
2023
Q4
$650K Sell
2023
Q3
$715K Sell
2023
Q2
$761K Buy
2023
Q1
$710K Hold
2022
Q4
$700K Sell
2022
Q3
$679 Sell
2022
Q2
$937 Sell
2022
Q1
$1.07K Buy
2021
Q4
$1.13K Buy
2021
Q3
$800K Buy
2021
Q2
$783K Buy
2021
Q1
– Sell
2020
Q4
$692K Buy
2020
Q3
$624K Buy
2020
Q2
$567K Buy
2020
Q1
$494K Hold
2019
Q4
$595K Sell
2019
Q3
$726K Hold
2019
Q2
$700K Sell
2019
Q1
$673K Sell
2018
Q4
$611K Sell
2018
Q3
$696K Hold
2018
Q2
$639K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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