BWM
Benchmark Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.58M | Buy |
32,162
+191
| +0.6% | +$39.1K | 2.93% | 8 |
|
|
2025
Q1 | $6.2M | Sell |
31,971
-1,207
| -4% | -$234K | 3% | 10 |
|
|
2024
Q4 | $6.5M | Buy |
33,178
+15
| +0% | +$2.94K | 3.2% | 9 |
|
|
2024
Q3 | $6.57M | Sell |
33,163
-681
| -2% | -$135K | 3.24% | 9 |
|
|
2024
Q2 | $6.18M | Hold |
33,844
| – | – | 3.29% | 9 |
|
|
2024
Q1 | $6.18M | Buy |
33,844
+229
| +0.7% | +$41.8K | 3.37% | 8 |
|
|
2023
Q4 | $5.73M | Sell |
33,615
-560
| -2% | -$95.4K | 3.39% | 7 |
|
|
2023
Q3 | $5.31M | Sell |
34,175
-7,592
| -18% | -$1.18M | 3.39% | 8 |
|
|
2023
Q2 | $6.78M | Sell |
41,767
-6,443
| -13% | -$1.05M | 4.09% | 6 |
|
|
2023
Q1 | $7.51M | Sell |
48,210
-122
| -0.3% | -$19K | 4.79% | 5 |
|
|
2022
Q4 | $7.34M | Buy |
48,332
+2,316
| +5% | +$352K | 5.28% | 4 |
|
|
2022
Q3 | $6.22M | Sell |
46,016
-160
| -0.3% | -$21.6K | 4.88% | 6 |
|
|
2022
Q2 | $6.63M | Buy |
46,176
+503
| +1% | +$72.2K | 4.88% | 5 |
|
|
2022
Q1 | $7.41M | Buy |
45,673
+798
| +2% | +$129K | 4.98% | 6 |
|
|
2021
Q4 | $7.71M | Sell |
44,875
-878
| -2% | -$151K | 4.98% | 6 |
|
|
2021
Q3 | $7.03M | Sell |
45,753
-2,596
| -5% | -$399K | 4.94% | 6 |
|
|
2021
Q2 | $7.48M | Buy |
48,349
+880
| +2% | +$136K | 5.14% | 6 |
|
|
2021
Q1 | $6.98M | Sell |
47,469
-235
| -0.5% | -$34.6K | 5.18% | 6 |
|
|
2020
Q4 | $6.73M | Buy |
47,704
+257
| +0.5% | +$36.3K | 5.11% | 5 |
|
|
2020
Q3 | $6.11M | Sell |
47,447
-2,414
| -5% | -$311K | 4.82% | 5 |
|
|
2020
Q2 | $5.84M | Sell |
49,861
-1,426
| -3% | -$167K | 4.98% | 5 |
|
|
2020
Q1 | $5.3M | Buy |
51,287
+192
| +0.4% | +$19.9K | 5.31% | 5 |
|
|
2019
Q4 | $6.37M | Buy |
+51,095
| New | +$6.37M | 5.5% | 5 |
|