TWD
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True Wealth Design’s B&G Foods BGS Stock Holding History

True Wealth Design’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.03K Sell
837
-37
-4% -$179 ﹤0.01% 1282
2025
Q4 		$3.76K Sell
874
-197
-18% -$880 ﹤0.01% 1206
2025
Q3 		$4.75K Sell
1,071
-476
-31% -$2.08K ﹤0.01% 1096
2025
Q2 		$6.54K Buy
+1,547
New +$8.08K ﹤0.01% 711
2024
Q4 		– Sell
-211
Closed -$1.87K – 1374
2024
Q3 		$1.87K Buy
+211
New +$1.79K ﹤0.01% 812

Other funds holding BGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM