BCU Wealth Advisors’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 | $613K | Hold |
2,995
| – | – | 0.28% | 32 |
|
|
2025
Q1 | $581K | Buy |
2,995
+10
| +0.3% | +$1.94K | 0.3% | 27 |
|
|
2024
Q4 | $585K | Buy |
2,985
+17
| +0.6% | +$3.33K | 0.33% | 26 |
|
|
2024
Q3 | $588K | Buy |
2,968
+9
| +0.3% | +$1.78K | 0.35% | 29 |
|
|
2024
Q2 | $540K | Hold |
2,959
| – | – | 0.4% | 30 |
|
|
2024
Q1 | $540K | Buy |
2,959
+9
| +0.3% | +$1.64K | 0.46% | 27 |
|
|
2023
Q4 | $503K | Buy |
+2,950
| New | +$503K | 0.55% | 27 |
|