BWM
Buska Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.7M | Buy |
237,865
+6,108
| +3% | +$1.25M | 13.3% | 2 |
|
2025
Q1 | $45M | Buy |
231,757
+4,908
| +2% | +$952K | 14.09% | 2 |
|
2024
Q4 | $44.4M | Buy |
226,849
+12,428
| +6% | +$2.43M | 14.22% | 2 |
|
2024
Q3 | $42.5M | Buy |
214,421
+16,232
| +8% | +$3.21M | 14.81% | 2 |
|
2024
Q2 | $36.2M | Buy |
198,189
+12,589
| +7% | +$2.3M | 14.42% | 2 |
|
2024
Q1 | $33.9M | Buy |
+185,600
| New | +$33.9M | 14.86% | 2 |
|