VSM Wealth Advisory’s B&G Foods BGS Stock Holding History

VSM Wealth Advisory’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
2025 Q4	–	Sell	-1	Closed	–	–	447
2025 Q3	$0	Buy	+1	New	+$4	﹤0.01%	446
2025 Q2	–	Sell	-1,500	Closed	-$10.3K	–	514
2025 Q1	$10.3K	Hold	1,500	–	–	﹤0.01%	344
2024 Q4	$10.3K	Buy	+1,500	New	+$11.3K	﹤0.01%	336

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

VSM Wealth Advisory's BGS Position: Q4 2025 in Review

VSM Wealth Advisory sold out of B&G Foods (BGS) in Q4 2025, closing a stake of 1 share.

VSM Wealth Advisory first reported a position in BGS in Q4 2024 and held it in 3 quarters. The position peaked at $10.3K in Q4 2024. 223 funds tracked by Wall St. Rank hold BGS as of Q4 2025.

VSM Wealth Advisory reported no remaining B&G Foods position as of Q4 2025 after selling out during the quarter.
VSM Wealth Advisory sold 1 B&G Foods share in Q4 2025.
VSM Wealth Advisory first reported a position in B&G Foods in Q4 2024 and held it in 3 quarters.
VSM Wealth Advisory's B&G Foods position peaked at $10.3K in Q4 2024.
223 funds tracked by Wall St. Rank held B&G Foods as of Q4 2025.

Based on VSM Wealth Advisory's 13F filing for Q4 2025, filed 6 Feb 2026.