BHWA
Beacon Harbor Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
1,187
| – | – | 0.06% | 66 |
|
|
2025
Q1 | $230K | Hold |
1,187
| – | – | 0.05% | 68 |
|
|
2024
Q4 | $232K | Buy |
+1,187
| New | +$232K | 0.05% | 72 |
|
|
2023
Q1 | – | Sell |
-3,500
| Closed | -$531K | – | 96 |
|
|
2022
Q4 | $531K | Buy |
+3,500
| New | +$531K | 0.18% | 56 |
|
|
2022
Q2 | $502K | Hold |
3,500
| – | – | 0.18% | 58 |
|
|
2022
Q1 | $568K | Hold |
3,500
| – | – | 0.19% | 54 |
|
|
2021
Q4 | $601K | Hold |
3,500
| – | – | 0.2% | 55 |
|
|
2021
Q3 | $538K | Hold |
3,500
| – | – | 0.19% | 53 |
|
|
2021
Q2 | $542K | Hold |
3,500
| – | – | 0.19% | 54 |
|
|
2021
Q1 | $515K | Hold |
3,500
| – | – | 0.21% | 54 |
|
|
2020
Q4 | $494K | Buy |
+3,500
| New | +$494K | 0.2% | 55 |
|