Bridgewealth Advisory Group’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 | $1.87M | Buy |
9,114
+1,665
| +22% | +$341K | 0.47% | 36 |
|
|
2025
Q1 | $1.44M | Sell |
7,449
-2,183
| -23% | -$423K | 1.9% | 17 |
|
|
2024
Q4 | $1.97M | Sell |
9,632
-131
| -1% | -$26.8K | 0.56% | 33 |
|
|
2024
Q3 | $1.93M | Buy |
9,763
+1,617
| +20% | +$320K | 0.7% | 31 |
|
|
2024
Q2 | $1.49M | Sell |
8,146
-435
| -5% | -$79.4K | 0.66% | 30 |
|
|
2024
Q1 | $1.57M | Sell |
8,581
-1,473
| -15% | -$269K | 0.77% | 30 |
|
|
2023
Q4 | $1.71M | Buy |
10,054
+145
| +1% | +$24.7K | 1.31% | 19 |
|
|
2023
Q3 | $1.54M | Buy |
9,909
+2,225
| +29% | +$346K | 1.89% | 11 |
|
|
2023
Q2 | $1.25M | Buy |
7,684
+249
| +3% | +$40.5K | 2.03% | 11 |
|
|
2023
Q1 | $1.15M | Sell |
7,435
-446
| -6% | -$68.7K | 2.11% | 12 |
|
|
2022
Q4 | $1.2M | Buy |
+7,881
| New | +$1.2M | 2.35% | 10 |
|