GJWM
Gilliland Jeter 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 | $9.34M | Sell |
45,612
-21
| -0% | -$4.3K | 3.04% | 7 |
|
|
2025
Q1 | $8.85M | Sell |
45,633
-856
| -2% | -$166K | 3.13% | 5 |
|
|
2024
Q4 | $9.1M | Buy |
46,489
+676
| +1% | +$132K | 3.07% | 7 |
|
|
2024
Q3 | $9.07M | Buy |
45,813
+1,760
| +4% | +$349K | 2.93% | 6 |
|
|
2024
Q2 | $8.04M | Sell |
44,053
-104
| -0.2% | -$19K | 2.71% | 7 |
|
|
2024
Q1 | $8.06M | Buy |
44,157
+214
| +0.5% | +$39.1K | 2.81% | 6 |
|
|
2023
Q4 | $7.49M | Buy |
+43,943
| New | +$7.49M | 3.1% | 5 |
|