Brightwater Advisory’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 | $6.13M | Sell |
29,948
-350
| -1% | -$71.6K | 4.41% | 6 |
|
|
2025
Q1 | $5.88M | Sell |
30,298
-838
| -3% | -$163K | 4.65% | 5 |
|
|
2024
Q4 | $6.1M | Sell |
31,136
-3,371
| -10% | -$660K | 4.78% | 5 |
|
|
2024
Q3 | $6.83M | Sell |
34,507
-813
| -2% | -$161K | 5.03% | 5 |
|
|
2024
Q2 | $6.45M | Sell |
35,320
-694
| -2% | -$127K | 4.98% | 5 |
|
|
2024
Q1 | $6.58M | Sell |
36,014
-569
| -2% | -$104K | 5.28% | 4 |
|
|
2023
Q4 | $6.23M | Buy |
+36,583
| New | +$6.23M | 5.26% | 4 |
|