CJM Wealth Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Hold |
10,222
| – | – | 0.7% | 17 |
|
|
2025
Q1 | $1.98M | Hold |
10,222
| – | – | 0.7% | 16 |
|
|
2024
Q4 | $2M | Hold |
10,222
| – | – | 0.67% | 15 |
|
|
2024
Q3 | $2.02M | Hold |
10,222
| – | – | 0.69% | 16 |
|
|
2024
Q2 | $1.86M | Sell |
10,222
-150
| -1% | -$27.3K | 0.68% | 16 |
|
|
2024
Q1 | $1.89M | Buy |
10,372
+500
| +5% | +$91.3K | 0.72% | 17 |
|
|
2023
Q4 | $1.68M | Hold |
9,872
| – | – | 0.74% | 17 |
|
|
2023
Q3 | $1.53M | Hold |
9,872
| – | – | 0.75% | 18 |
|
|
2023
Q2 | $1.6M | Sell |
9,872
-145
| -1% | -$23.6K | 0.81% | 16 |
|
|
2023
Q1 | $1.54M | Hold |
10,017
| – | – | 0.88% | 17 |
|
|
2022
Q4 | $1.52M | Buy |
10,017
+571
| +6% | +$86.7K | 0.94% | 17 |
|
|
2022
Q3 | $1.28M | Hold |
9,446
| – | – | 0.91% | 15 |
|
|
2022
Q2 | $1.36M | Hold |
9,446
| – | – | 0.94% | 15 |
|
|
2022
Q1 | $1.53M | Hold |
9,446
| – | – | 1.05% | 15 |
|
|
2021
Q4 | $1.62M | Buy |
+9,446
| New | +$1.62M | 1.15% | 13 |
|