BWA
BDO Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.17M | Sell |
13,380
-10,252
| -43% | -$1.67M | 0.25% | 85 |
|
|
2023
Q1 | $3.64M | Sell |
23,632
-10,973
| -32% | -$1.69M | 0.45% | 44 |
|
|
2022
Q4 | $5.25M | Buy |
34,605
+1,043
| +3% | +$158K | 0.65% | 27 |
|
|
2022
Q3 | $4.54M | Buy |
33,562
+12,780
| +61% | +$1.73M | 0.6% | 31 |
|
|
2022
Q2 | $2.98M | Sell |
20,782
-20,569
| -50% | -$2.95M | 0.37% | 50 |
|
|
2022
Q1 | $6.71M | Buy |
41,351
+11,099
| +37% | +$1.8M | 0.72% | 26 |
|
|
2021
Q4 | $5.2M | Sell |
30,252
-2,487
| -8% | -$427K | 0.55% | 37 |
|
|
2021
Q3 | $5.03M | Buy |
32,739
+7,881
| +32% | +$1.21M | 0.55% | 37 |
|
|
2021
Q2 | $3.85M | Sell |
24,858
-12,117
| -33% | -$1.88M | 0.43% | 46 |
|
|
2021
Q1 | $5.44M | Buy |
36,975
+15,217
| +70% | +$2.24M | 0.64% | 32 |
|
|
2020
Q4 | $3.07M | Sell |
21,758
-10,290
| -32% | -$1.45M | 0.43% | 39 |
|
|
2020
Q3 | $4.12M | Buy |
32,048
+7,626
| +31% | +$981K | 0.67% | 32 |
|
|
2020
Q2 | $2.86M | Sell |
24,422
-743
| -3% | -$87.1K | 0.5% | 37 |
|
|
2020
Q1 | $2.6M | Buy |
25,165
+99
| +0.4% | +$10.2K | 0.53% | 38 |
|
|
2019
Q4 | $3.13M | Sell |
25,066
-9,578
| -28% | -$1.19M | 0.81% | 26 |
|
|
2019
Q3 | $4.14M | Buy |
34,644
+1,907
| +6% | +$228K | 1.06% | 21 |
|
|
2019
Q2 | $3.77M | Buy |
32,737
+9,814
| +43% | +$1.13M | 1.03% | 23 |
|
|
2019
Q1 | $2.51M | Buy |
22,923
+5,841
| +34% | +$640K | 0.73% | 31 |
|
|
2018
Q4 | $1.67M | Sell |
17,082
-7,575
| -31% | -$742K | 0.58% | 39 |
|
|
2018
Q3 | $2.73M | Buy |
24,657
+4,341
| +21% | +$481K | 0.88% | 23 |
|
|
2018
Q2 | $2.07M | Buy |
20,316
+3,128
| +18% | +$318K | 0.7% | 28 |
|
|
2018
Q1 | $1.74M | Buy |
17,188
+3,858
| +29% | +$390K | 0.65% | 28 |
|
|
2017
Q4 | $1.36M | Sell |
13,330
-973
| -7% | -$99.3K | 0.61% | 29 |
|
|
2017
Q3 | $1.36M | Sell |
14,303
-4,672
| -25% | -$443K | 0.67% | 23 |
|
|
2017
Q2 | $1.76M | Buy |
+18,975
| New | +$1.76M | 0.77% | 21 |
|