Bordeaux Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Sell |
3,941
-17
| -0.4% | -$3.48K | 0.1% | 68 |
|
|
2025
Q1 | $768K | Buy |
3,958
+17
| +0.4% | +$3.3K | 0.14% | 68 |
|
|
2024
Q4 | $772K | Hold |
3,941
| – | – | 0.12% | 68 |
|
|
2024
Q3 | $781K | Hold |
3,941
| – | – | 0.14% | 69 |
|
|
2024
Q2 | $720K | Buy |
3,941
+2,067
| +110% | +$377K | 0.14% | 64 |
|
|
2024
Q1 | $342K | Buy |
1,874
+152
| +9% | +$27.8K | 0.11% | 76 |
|
|
2023
Q4 | $293K | Buy |
+1,722
| New | +$293K | 0.1% | 84 |
|