BIA
Benchmark Investment 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 | $349K | Buy |
1,797
+2
| +0.1% | +$388 | 0.23% | 73 |
|
|
2024
Q4 | $351K | Buy |
1,795
+4
| +0.2% | +$783 | 0.23% | 68 |
|
|
2024
Q3 | $355K | Buy |
1,791
+39
| +2% | +$7.72K | 0.25% | 65 |
|
|
2024
Q2 | $320K | Hold |
1,752
| – | – | 0.23% | 72 |
|
|
2024
Q1 | $320K | Buy |
1,752
+2
| +0.1% | +$365 | 0.25% | 72 |
|
|
2023
Q4 | $298K | Buy |
1,750
+16
| +0.9% | +$2.73K | 0.28% | 69 |
|
|
2023
Q3 | $269K | Sell |
1,734
-13
| -0.7% | -$2.02K | 0.27% | 72 |
|
|
2023
Q2 | $284K | Sell |
1,747
-1
| -0.1% | -$162 | 0.26% | 77 |
|
|
2023
Q1 | $269K | Sell |
1,748
-148
| -8% | -$22.8K | 0.28% | 77 |
|
|
2022
Q4 | $288K | Buy |
1,896
+103
| +6% | +$15.6K | 0.3% | 82 |
|
|
2022
Q3 | $242K | Buy |
1,793
+37
| +2% | +$4.99K | 0.26% | 84 |
|
|
2022
Q2 | $252K | Buy |
1,756
+317
| +22% | +$45.5K | 0.26% | 86 |
|
|
2022
Q1 | $233K | Buy |
1,439
+65
| +5% | +$10.5K | 0.18% | 127 |
|
|
2021
Q4 | $236K | Buy |
+1,374
| New | +$236K | 0.19% | 91 |
|