Beacon Harbor Wealth Advisors’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 | $256K | Hold |
|
|||||
|
2025
Q2 | $243K | Hold |
|
|||||
|
2025
Q1 | $230K | Hold |
|
|||||
|
2024
Q4 | $232K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $531K | Buy |
|
|||||
|
2022
Q2 | $502K | Hold |
|
|||||
|
2022
Q1 | $568K | Hold |
|
|||||
|
2021
Q4 | $601K | Hold |
|
|||||
|
2021
Q3 | $538K | Hold |
|
|||||
|
2021
Q2 | $542K | Hold |
|
|||||
|
2021
Q1 | $515K | Hold |
|
|||||
|
2020
Q4 | $494K | Buy |
|