BNC 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 | $2.01M | Buy |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $1.58M | Sell |
|
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.47M | Hold |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.25M | Buy |
|
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.43M | Hold |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $727K | Buy |
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|
2022
Q1 | $792K | Sell |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $691K | Sell |
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|
2021
Q2 | $696K | Sell |
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|
2021
Q1 | $663K | Sell |
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|
2020
Q4 | $5.26M | Buy |
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|
2020
Q3 | $4.49M | Buy |
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