BWA
BlueChip Wealth 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 | $1.25M | Buy |
6,122
+825
| +16% | +$169K | 0.56% | 40 |
|
|
2025
Q1 | $1.03M | Sell |
5,297
-145
| -3% | -$28.1K | 0.5% | 43 |
|
|
2024
Q4 | $1.07M | Buy |
5,442
+3,420
| +169% | +$670K | 0.59% | 37 |
|
|
2024
Q3 | $401K | Buy |
+2,022
| New | +$401K | 0.21% | 96 |
|
|
2024
Q2 | – | Sell |
-1,353
| Closed | -$247K | – | 144 |
|
|
2024
Q1 | $247K | Buy |
+1,353
| New | +$247K | 0.16% | 108 |
|