Glass Jacobson Investment Advisors’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 | $20.3K | Buy |
99
+92
| +1,314% | +$18.9K | 0.01% | 383 |
|
|
2025
Q1 | $1.4K | Hold |
7
| – | – | ﹤0.01% | 778 |
|
|
2024
Q4 | $1.4K | Hold |
7
| – | – | ﹤0.01% | 778 |
|
|
2024
Q3 | $1.41K | Sell |
7
-902
| -99% | -$181K | ﹤0.01% | 701 |
|
|
2024
Q2 | $166K | Sell |
909
-58
| -6% | -$10.6K | 0.06% | 234 |
|
|
2024
Q1 | $177K | Sell |
967
-361
| -27% | -$65.9K | 0.07% | 219 |
|
|
2023
Q4 | $226K | Buy |
1,328
+14
| +1% | +$2.39K | 0.09% | 187 |
|
|
2023
Q3 | $204K | Buy |
1,314
+66
| +5% | +$10.3K | 0.09% | 195 |
|
|
2023
Q2 | $203K | Buy |
+1,248
| New | +$203K | 0.09% | 194 |
|
|
2022
Q4 | $152K | Buy |
+999
| New | +$152K | 0.08% | 220 |
|