Beacon Financial Strategies’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 | $553K | Sell |
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|
2025
Q2 | $553K | Hold |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $387K | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $428K | Sell |
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|
2021
Q2 | $535K | Buy |
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