Baldwin Wealth Partners’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 | $1.19M | Hold |
|
|||||
|
2025
Q2 | $1.13M | Hold |
|
|||||
|
2025
Q1 | $1.07M | Hold |
|
|||||
|
2024
Q4 | $1.08M | Hold |
|
|||||
|
2024
Q3 | $1.09M | Hold |
|
|||||
|
2024
Q2 | $1M | Hold |
|
|||||
|
2024
Q1 | $1M | Hold |
|
|||||
|
2023
Q4 | $937K | Hold |
|
|||||
|
2023
Q3 | $855K | Hold |
|
|||||
|
2023
Q2 | $893K | Hold |
|
|||||
|
2023
Q1 | $847K | Hold |
|
|||||
|
2022
Q4 | $835K | Hold |
|
|||||
|
2022
Q3 | $743K | Hold |
|
|||||
|
2022
Q2 | $789K | Hold |
|
|||||
|
2022
Q1 | $892K | Hold |
|
|||||
|
2021
Q4 | $945K | Hold |
|
|||||
|
2021
Q3 | $845K | Hold |
|
|||||
|
2021
Q2 | $851K | Hold |
|
|||||
|
2021
Q1 | $809K | Hold |
|
|||||
|
2020
Q4 | $776K | Hold |
|
|||||
|
2020
Q3 | $708K | Hold |
|
|||||
|
2020
Q2 | $644K | Hold |
|
|||||
|
2020
Q1 | $569K | Hold |
|
|||||
|
2019
Q4 | $686K | Hold |
|
|||||
|
2019
Q3 | $658K | Hold |
|
|||||
|
2019
Q2 | $633K | Hold |
|
|||||
|
2019
Q1 | $603K | Hold |
|
|||||
|
2018
Q4 | $539K | Hold |
|
|||||
|
2018
Q3 | $609K | Hold |
|
|||||
|
2018
Q2 | $559K | Hold |
|
|||||
|
2018
Q1 | $556K | Hold |
|
|||||
|
2017
Q4 | $561K | Hold |
|
|||||
|
2017
Q3 | $521K | Hold |
|
|||||
|
2017
Q2 | $510K | Hold |
|
|||||
|
2017
Q1 | $495K | Hold |
|
|||||
|
2016
Q4 | $468K | Sell |
|
|||||
|
2016
Q3 | $923K | Hold |
|
|||||
|
2016
Q2 | $916K | Hold |
|
|||||
|
2016
Q1 | $894K | Hold |
|
|||||
|
2015
Q4 | $855K | Hold |
|
|||||
|
2015
Q3 | $811K | Hold |
|
|||||
|
2015
Q2 | $864K | Hold |
|
|||||
|
2015
Q1 | $885K | Sell |
|
|||||
|
2014
Q4 | $893K | Hold |
|
|||||
|
2014
Q3 | $847K | Sell |
|
|||||
|
2014
Q2 | $862K | Buy |
|
|||||
|
2014
Q1 | $828K | Hold |
|
|||||
|
2013
Q4 | $828K | Hold |
|
|||||
|
2013
Q3 | $766K | Sell |
|
|||||
|
2013
Q2 | $1.3M | Buy |
|