BFA
Benedict Financial 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 | $3.5M | Sell |
17,077
-677
| -4% | -$139K | 0.79% | 42 |
|
|
2025
Q1 | $3.44M | Sell |
17,754
-550
| -3% | -$107K | 0.8% | 44 |
|
|
2024
Q4 | $3.58M | Buy |
18,304
+205
| +1% | +$40.1K | 0.87% | 44 |
|
|
2024
Q3 | $3.58M | Sell |
18,099
-71
| -0.4% | -$14.1K | 0.85% | 44 |
|
|
2024
Q2 | $3.32M | Sell |
18,170
-140
| -0.8% | -$25.6K | 0.84% | 46 |
|
|
2024
Q1 | $3.34M | Sell |
18,310
-1,359
| -7% | -$248K | 0.85% | 44 |
|
|
2023
Q4 | $3.35M | Sell |
19,669
-12
| -0.1% | -$2.05K | 0.91% | 41 |
|
|
2023
Q3 | $3.06M | Buy |
19,681
+296
| +2% | +$46K | 0.88% | 44 |
|
|
2023
Q2 | $3.15M | Sell |
19,385
-566
| -3% | -$91.9K | 0.87% | 45 |
|
|
2023
Q1 | $3.07M | Buy |
19,951
+154
| +0.8% | +$23.7K | 0.87% | 47 |
|
|
2022
Q4 | $3.01M | Sell |
19,797
-174
| -0.9% | -$26.4K | 0.89% | 44 |
|
|
2022
Q3 | $2.7M | Sell |
19,971
-163
| -0.8% | -$22K | 0.86% | 44 |
|
|
2022
Q2 | $2.89M | Buy |
20,134
+9
| +0% | +$1.29K | 0.85% | 45 |
|
|
2022
Q1 | $3.26M | Sell |
20,125
-2,629
| -12% | -$426K | 0.87% | 45 |
|
|
2021
Q4 | $3.91M | Sell |
22,754
-523
| -2% | -$89.8K | 1.02% | 39 |
|
|
2021
Q3 | $3.58M | Buy |
23,277
+45
| +0.2% | +$6.91K | 1% | 37 |
|
|
2021
Q2 | $3.6M | Sell |
23,232
-1,147
| -5% | -$178K | 1% | 37 |
|
|
2021
Q1 | $3.59M | Buy |
24,379
+19,977
| +454% | +$2.94M | 1.04% | 32 |
|
|
2020
Q4 | $621K | Sell |
4,402
-240
| -5% | -$33.9K | 0.22% | 82 |
|
|
2020
Q3 | $597K | Sell |
4,642
-219
| -5% | -$28.2K | 0.23% | 85 |
|
|
2020
Q2 | $570K | Sell |
4,861
-27
| -0.6% | -$3.17K | 0.24% | 85 |
|
|
2020
Q1 | $505K | Sell |
4,888
-120
| -2% | -$12.4K | 0.24% | 84 |
|
|
2019
Q4 | $624K | Sell |
5,008
-167
| -3% | -$20.8K | 0.24% | 85 |
|
|
2019
Q3 | $619K | Sell |
5,175
-851
| -14% | -$102K | 0.25% | 84 |
|
|
2019
Q2 | $694K | Sell |
6,026
-179
| -3% | -$20.6K | 0.29% | 83 |
|
|
2019
Q1 | $680K | Buy |
6,205
+354
| +6% | +$38.8K | 0.29% | 82 |
|
|
2018
Q4 | $573K | Sell |
5,851
-249
| -4% | -$24.4K | 0.28% | 81 |
|
|
2018
Q3 | $675K | Sell |
6,100
-31
| -0.5% | -$3.43K | 0.3% | 81 |
|
|
2018
Q2 | $623K | Sell |
6,131
-70
| -1% | -$7.11K | 0.31% | 79 |
|
|
2018
Q1 | $627K | Sell |
6,201
-159
| -3% | -$16.1K | 0.32% | 77 |
|
|
2017
Q4 | $649K | Sell |
6,360
-411
| -6% | -$41.9K | 0.31% | 75 |
|
|
2017
Q3 | $642K | Sell |
6,771
-628
| -8% | -$59.5K | 0.33% | 74 |
|
|
2017
Q2 | $693K | Sell |
7,399
-517
| -7% | -$48.4K | 0.36% | 71 |
|
|
2017
Q1 | $712K | Sell |
7,916
-1,035
| -12% | -$93.1K | 0.39% | 68 |
|
|
2016
Q4 | $762K | Sell |
8,951
-82
| -0.9% | -$6.98K | 0.44% | 65 |
|
|
2016
Q3 | $750K | Sell |
9,033
-100
| -1% | -$8.3K | 0.44% | 63 |
|
|
2016
Q2 | $761K | Sell |
9,133
-599
| -6% | -$49.9K | 0.45% | 62 |
|
|
2016
Q1 | $791K | Sell |
9,732
-26
| -0.3% | -$2.11K | 0.48% | 59 |
|
|
2015
Q4 | $759K | Sell |
9,758
-214
| -2% | -$16.6K | 0.48% | 58 |
|
|
2015
Q3 | $735K | Buy |
9,972
+165
| +2% | +$12.2K | 0.51% | 59 |
|
|
2015
Q2 | $781K | Sell |
9,807
-417
| -4% | -$33.2K | 0.51% | 58 |
|
|
2015
Q1 | $831K | Buy |
10,224
+4
| +0% | +$325 | 0.53% | 56 |
|
|
2014
Q4 | $828K | Buy |
+10,220
| New | +$828K | 0.54% | 58 |
|