BSW Wealth Partners’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 | $717K | Sell |
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|
2025
Q2 | $695K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q2 | $667K | Sell |
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|
2024
Q1 | $696K | Sell |
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|
2023
Q4 | $706K | Buy |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $708K | Buy |
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|
2022
Q4 | $673K | Buy |
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|
2022
Q3 | $599K | Buy |
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|
2022
Q2 | $612K | Buy |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $775K | Buy |
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|
2021
Q3 | $568K | Sell |
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|
2021
Q2 | $783K | Buy |
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|
2021
Q1 | $313K | Buy |
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