BFWA
Benchmark Financial 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
Q1 | – | Sell |
-4,901
| Closed | -$960K | – | 107 |
|
|
2024
Q4 | $960K | Buy |
+4,901
| New | +$960K | 0.31% | 38 |
|
|
2023
Q1 | – | Sell |
-1,650
| Closed | -$251K | – | 72 |
|
|
2022
Q4 | $251K | Sell |
1,650
-1,140
| -41% | -$173K | 0.14% | 62 |
|
|
2022
Q3 | $377K | Buy |
+2,790
| New | +$377K | 0.22% | 41 |
|