Blue Bell Private Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $617K | Buy |
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|
2025
Q2 | $527K | Buy |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q4 | $371K | Buy |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $476K | Sell |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $737K | Buy |
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|
2021
Q4 | $129K | Sell |
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|
2021
Q3 | $116K | Hold |
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|
2021
Q2 | $117K | Hold |
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|
2021
Q1 | $111K | Sell |
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|
2020
Q4 | $110K | Sell |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $90K | Hold |
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|
2020
Q1 | $84K | Sell |
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|
2019
Q4 | $113K | Buy |
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|
2019
Q3 | $97K | Sell |
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|
2019
Q2 | $99K | Sell |
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|
2019
Q1 | $105K | Hold |
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|
2018
Q4 | $94K | Hold |
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|
2018
Q3 | $106K | Hold |
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|
2018
Q2 | $97K | Sell |
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|
2018
Q1 | $106K | Sell |
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|
2017
Q4 | $118K | Hold |
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|
2017
Q3 | $110K | Sell |
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|
2017
Q2 | $117K | Hold |
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|
2017
Q1 | $113K | Hold |
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|
2016
Q4 | $108K | Hold |
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|
2016
Q3 | $106K | Sell |
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|
2016
Q2 | $122K | Hold |
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|
2016
Q1 | $118K | Sell |
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|
2015
Q4 | $229K | Sell |
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|
2015
Q3 | $232K | Sell |
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|
2015
Q2 | $261K | Sell |
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|
2015
Q1 | $288K | Sell |
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|
2014
Q4 | $299K | Sell |
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|
2014
Q3 | $288K | Sell |
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|
2014
Q2 | $307K | Buy |
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|
2014
Q1 | $266K | Hold |
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|
2013
Q4 | $266K | Sell |
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|
2013
Q3 | $281K | Sell |
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|
2013
Q2 | $284K | Buy |
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