TBWA
Three Bridge Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
3,586
+647
| +22% | +$133K | 0.19% | 53 |
|
|
2025
Q1 | $570K | Buy |
2,939
+588
| +25% | +$114K | 0.2% | 52 |
|
|
2024
Q4 | $460K | Hold |
2,351
| – | – | 0.16% | 65 |
|
|
2024
Q3 | $468K | Buy |
2,351
+12
| +0.5% | +$2.39K | 0.17% | 61 |
|
|
2024
Q2 | $429K | Sell |
2,339
-1
| -0% | -$183 | 0.17% | 64 |
|
|
2024
Q1 | $427K | Hold |
2,340
| – | – | 0.17% | 67 |
|
|
2023
Q4 | $399K | Hold |
2,340
| – | – | 0.14% | 66 |
|
|
2023
Q3 | $365K | Buy |
+2,340
| New | +$365K | 0.15% | 65 |
|