J.M. Forbes & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $16.3M | Buy |
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $15M | Sell |
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|
2023
Q4 | $18.2M | Sell |
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|
2023
Q3 | $16.6M | Buy |
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|
2023
Q2 | $17.3M | Sell |
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|
2023
Q1 | $34.2M | Sell |
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|
2022
Q4 | $34.4M | Buy |
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|
2022
Q3 | $3.87M | Sell |
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|
2022
Q2 | $6.82M | Buy |
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|
2022
Q1 | $7.7M | Buy |
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|
2021
Q4 | $7.98M | Buy |
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|
2021
Q3 | $7.08M | Buy |
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|
2021
Q2 | $7.05M | Buy |
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|
2021
Q1 | $6.55M | Sell |
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|
2020
Q4 | $6.37M | Buy |
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|
2020
Q3 | $5.79M | Buy |
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|
2020
Q2 | $5.2M | Buy |
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|
2020
Q1 | $4.55M | Buy |
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|
2019
Q4 | $5.48M | Sell |
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|
2019
Q3 | $5.29M | Buy |
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|
2019
Q2 | $5.08M | Sell |
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|
2019
Q1 | $4.89M | Buy |
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|
2018
Q4 | $4.34M | Sell |
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|
2018
Q3 | $4.97M | Buy |
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|
2018
Q2 | $4.41M | Sell |
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|
2018
Q1 | $5.16M | Buy |
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|
2017
Q4 | $5.03M | Buy |
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|
2017
Q3 | $4.61M | Sell |
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|
2017
Q2 | $4.52M | Sell |
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|
2017
Q1 | $4.41M | Sell |
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|
2016
Q4 | $4.19M | Sell |
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|
2016
Q3 | $4.2M | Sell |
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|
2016
Q2 | $4.18M | Buy |
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|
2016
Q1 | $3.92M | Sell |
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|
2015
Q4 | $4.06M | Sell |
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|
2015
Q3 | $3.87M | Buy |
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|
2015
Q2 | $4.11M | Buy |
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|
2015
Q1 | $4.19M | Sell |
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|
2014
Q4 | $4.32M | Sell |
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|
2014
Q3 | $4.21M | Sell |
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|
2014
Q2 | $4.33M | Buy |
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|
2014
Q1 | $3.86M | Buy |
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|
2013
Q4 | $3.36M | Buy |
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|
2013
Q3 | $2.95M | Sell |
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|
2013
Q2 | $2.96M | Buy |
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