Beacon Financial Advisory’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
$5.81M Sell
2025
Q2
$5.52M Buy
2025
Q1
$5.07M Sell
2024
Q4
$5.29M Buy
2024
Q3
$5.28M Sell
2024
Q2
$4.96M Buy
2024
Q1
$2.97M Sell
2023
Q4
$2.79M Buy
2023
Q3
$2.51M Buy
2023
Q2
$2.62M Buy
2023
Q1
$2.46M Buy
2022
Q4
$2.41M Buy
2022
Q3
$2.14M Buy
2022
Q2
$2.22M Buy
2022
Q1
$2.41M Sell
2021
Q4
$2.6M Sell
2021
Q3
$2.36M Buy
2021
Q2
$2.32M Buy
2021
Q1
$2.09M Buy
2020
Q4
$1.95M Buy
2020
Q3
$1.46M Sell
2020
Q2
$1.33M Sell
2020
Q1
$1.19M Sell
2019
Q4
$3.22M Buy