BWM
Birchcreek 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 | $1.54M | Hold |
7,502
| – | – | 0.87% | 21 |
|
|
2025
Q1 | $1.46M | Buy |
7,502
+474
| +7% | +$92K | 0.92% | 20 |
|
|
2024
Q4 | $1.38M | Buy |
7,028
+50
| +0.7% | +$9.79K | 0.86% | 22 |
|
|
2024
Q3 | $1.38M | Sell |
6,978
-877
| -11% | -$174K | 0.91% | 22 |
|
|
2024
Q2 | $1.43M | Sell |
7,855
-896
| -10% | -$164K | 0.81% | 26 |
|
|
2024
Q1 | $1.6M | Buy |
8,751
+100
| +1% | +$18.3K | 0.84% | 29 |
|
|
2023
Q4 | $1.47M | Hold |
8,651
| – | – | 0.88% | 29 |
|
|
2023
Q3 | $1.34M | Hold |
8,651
| – | – | 0.91% | 28 |
|
|
2023
Q2 | $1.41M | Sell |
8,651
-76
| -0.9% | -$12.3K | 0.98% | 28 |
|
|
2023
Q1 | $1.34M | Sell |
8,727
-291
| -3% | -$44.8K | 1.06% | 25 |
|
|
2022
Q4 | $1.37M | Sell |
9,018
-239
| -3% | -$36.3K | 1.22% | 22 |
|
|
2022
Q3 | $1.25M | Buy |
9,257
+409
| +5% | +$55.3K | 1.16% | 25 |
|
|
2022
Q2 | $1.27M | Buy |
8,848
+2,662
| +43% | +$382K | 1.14% | 25 |
|
|
2022
Q1 | $1M | Sell |
6,186
-386
| -6% | -$62.6K | 0.89% | 29 |
|
|
2021
Q4 | $1.13M | Sell |
6,572
-165
| -2% | -$28.3K | 0.98% | 27 |
|
|
2021
Q3 | $1.04M | Buy |
6,737
+25
| +0.4% | +$3.84K | 0.97% | 26 |
|
|
2021
Q2 | $1.04M | Sell |
6,712
-8
| -0.1% | -$1.24K | 1% | 25 |
|
|
2021
Q1 | $988K | Sell |
6,720
-1,194
| -15% | -$176K | 1.05% | 26 |
|
|
2020
Q4 | $1.12M | Buy |
+7,914
| New | +$1.12M | 1.1% | 25 |
|