Bordeaux Wealth Advisors’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
Q2
$807K Sell
3,941
-17
-0.4% -$3.29K 0.1% 68
2025
Q1
$768K Buy
3,958
+17
+0.4% +$3.38K 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% +$372K 0.14% 65
2024
Q1
$342K Buy
1,874
+152
+9% +$26.7K 0.11% 77
2023
Q4
$293K Buy
+1,722
New +$277K 0.1% 85

Other funds holding VIG

Bordeaux Wealth Advisors's VIG Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.43% in Q2 2025, selling an estimated $3.29K and leaving 3,941 shares worth $807K. The position accounts for 0.1% of the portfolio, ranked #68.

Bordeaux Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 7 quarters since. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Bordeaux Wealth Advisors held 3,941 shares of Vanguard Dividend Appreciation ETF worth $807K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 17 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $3.29K.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #68 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 7 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.