BIA
Bigelow 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
Q2 | $10.5M | Sell |
51,101
-76
| -0.1% | -$15.6K | 4.61% | 3 |
|
|
2025
Q1 | $9.93M | Sell |
51,177
-1,077
| -2% | -$209K | 4.72% | 3 |
|
|
2024
Q4 | $10.2M | Buy |
52,254
+588
| +1% | +$115K | 4.8% | 3 |
|
|
2024
Q3 | $10.2M | Sell |
51,666
-507
| -1% | -$100K | 4.56% | 3 |
|
|
2024
Q2 | $9.52M | Buy |
52,173
+467
| +0.9% | +$85.3K | 4.55% | 3 |
|
|
2024
Q1 | $9.44M | Buy |
51,706
+5,204
| +11% | +$950K | 4.64% | 3 |
|
|
2023
Q4 | $7.92M | Sell |
46,502
-1,560
| -3% | -$266K | 4.28% | 3 |
|
|
2023
Q3 | $7.47M | Sell |
48,062
-163
| -0.3% | -$25.3K | 4.29% | 3 |
|
|
2023
Q2 | $7.83M | Buy |
48,225
+1,035
| +2% | +$168K | 4.28% | 3 |
|
|
2023
Q1 | $7.27M | Buy |
47,190
+529
| +1% | +$81.5K | 4.19% | 3 |
|
|
2022
Q4 | $7.09M | Buy |
46,661
+2,078
| +5% | +$316K | 4.11% | 3 |
|
|
2022
Q3 | $6.03M | Buy |
44,583
+2,865
| +7% | +$387K | 3.6% | 3 |
|
|
2022
Q2 | $5.99M | Buy |
41,718
+523
| +1% | +$75K | 3.29% | 5 |
|
|
2022
Q1 | $6.68M | Buy |
41,195
+1,020
| +3% | +$165K | 3.12% | 8 |
|
|
2021
Q4 | $6.9M | Buy |
40,175
+1,042
| +3% | +$179K | 3.14% | 8 |
|
|
2021
Q3 | $6.01M | Sell |
39,133
-2,534
| -6% | -$389K | 2.96% | 8 |
|
|
2021
Q2 | $6.45M | Buy |
41,667
+125
| +0.3% | +$19.4K | 3.13% | 6 |
|
|
2021
Q1 | $6.11M | Buy |
41,542
+444
| +1% | +$65.3K | 3.1% | 6 |
|
|
2020
Q4 | $5.8M | Buy |
41,098
+346
| +0.8% | +$48.8K | 3.07% | 7 |
|
|
2020
Q3 | $5.24M | Sell |
40,752
-744
| -2% | -$95.7K | 3.1% | 7 |
|
|
2020
Q2 | $4.86M | Sell |
41,496
-455
| -1% | -$53.3K | 3.15% | 6 |
|
|
2020
Q1 | $4.34M | Sell |
41,951
-363
| -0.9% | -$37.5K | 3.25% | 6 |
|
|
2019
Q4 | $5.28M | Buy |
42,314
+1,271
| +3% | +$158K | 3.09% | 5 |
|
|
2019
Q3 | $4.91M | Buy |
41,043
+383
| +0.9% | +$45.8K | 3.12% | 5 |
|
|
2019
Q2 | $4.68M | Buy |
40,660
+1,760
| +5% | +$203K | 3.14% | 5 |
|
|
2019
Q1 | $4.27M | Buy |
38,900
+2,055
| +6% | +$225K | 2.96% | 5 |
|
|
2018
Q4 | $3.61M | Buy |
36,845
+1,853
| +5% | +$182K | 2.7% | 5 |
|
|
2018
Q3 | $3.87M | Sell |
34,992
-2,631
| -7% | -$291K | 2.6% | 6 |
|
|
2018
Q2 | $3.82M | Sell |
37,623
-2,980
| -7% | -$303K | 2.61% | 5 |
|
|
2018
Q1 | $4.1M | Buy |
40,603
+191
| +0.5% | +$19.3K | 2.79% | 5 |
|
|
2017
Q4 | $4.12M | Buy |
+40,412
| New | +$4.12M | 4.11% | 5 |
|