BBR Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
1,501
| – | – | 0.02% | 182 |
|
|
2025
Q1 | $291K | Hold |
1,501
| – | – | 0.02% | 181 |
|
|
2024
Q4 | $294K | Hold |
1,501
| – | – | 0.02% | 199 |
|
|
2024
Q3 | $297K | Hold |
1,501
| – | – | 0.02% | 183 |
|
|
2024
Q2 | $274K | Sell |
1,501
-3,492
| -70% | -$637K | 0.02% | 171 |
|
|
2024
Q1 | $912K | Buy |
+4,993
| New | +$912K | 0.07% | 94 |
|
|
2019
Q2 | – | Sell |
-4,688
| Closed | -$514K | – | 142 |
|
|
2019
Q1 | $514K | Sell |
4,688
-3,284
| -41% | -$360K | 0.07% | 87 |
|
|
2018
Q4 | $781K | Sell |
7,972
-10,271
| -56% | -$1.01M | 0.1% | 77 |
|
|
2018
Q3 | $2.02M | Buy |
+18,243
| New | +$2.02M | 0.29% | 32 |
|