BPWA
Beacon Pointe Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.22M | Sell |
33,797
-1,508
| -4% | -$188K | 0.78% | 30 |
|
|
2019
Q3 | $4.22M | Buy |
35,305
+115
| +0.3% | +$13.7K | 0.89% | 25 |
|
|
2019
Q2 | $4.05M | Sell |
35,190
-565
| -2% | -$65.1K | 0.86% | 25 |
|
|
2019
Q1 | $3.92M | Sell |
35,755
-455
| -1% | -$49.9K | 0.89% | 24 |
|
|
2018
Q4 | $3.55M | Buy |
+36,210
| New | +$3.55M | 1.28% | 14 |
|