Beacon Bridge Wealth 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 | $2.74M | Sell |
13,410
-540
| -4% | -$111K | 1.09% | 30 |
|
|
2025
Q1 | $2.71M | Sell |
13,950
-95
| -0.7% | -$18.4K | 1.15% | 27 |
|
|
2024
Q4 | $2.75M | Sell |
14,045
-369
| -3% | -$72.3K | 1.17% | 27 |
|
|
2024
Q3 | $2.85M | Sell |
14,414
-1,055
| -7% | -$209K | 1.23% | 28 |
|
|
2024
Q2 | $2.82M | Sell |
15,469
-618
| -4% | -$113K | 1.3% | 24 |
|
|
2024
Q1 | $2.94M | Sell |
16,087
-1,957
| -11% | -$357K | 1.39% | 25 |
|
|
2023
Q4 | $3.07M | Sell |
18,044
-1,252
| -6% | -$213K | 1.53% | 19 |
|
|
2023
Q3 | $3M | Buy |
19,296
+283
| +1% | +$44K | 1.58% | 18 |
|
|
2023
Q2 | $3.09M | Sell |
19,013
-224
| -1% | -$36.4K | 1.58% | 17 |
|
|
2023
Q1 | $2.96M | Buy |
19,237
+629
| +3% | +$96.9K | 1.78% | 16 |
|
|
2022
Q4 | $2.83M | Buy |
+18,608
| New | +$2.83M | 2.05% | 12 |
|