J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $303M | Sell |
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|
2023
Q2 | $363M | Sell |
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|
2023
Q1 | $474M | Sell |
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|
2022
Q4 | $642M | Buy |
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|
2022
Q3 | $383M | Buy |
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|
2022
Q2 | $391M | Sell |
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|
2022
Q1 | $447M | Buy |
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|
2021
Q4 | $419M | Buy |
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|
2021
Q3 | $365M | Buy |
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|
2021
Q2 | $345M | Buy |
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|
2021
Q1 | $286M | Sell |
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|
2020
Q4 | $320M | Sell |
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|
2020
Q3 | $293M | Buy |
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|
2020
Q2 | $265M | Buy |
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|
2020
Q1 | $227M | Buy |
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|
2019
Q4 | $201M | Buy |
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|
2019
Q3 | $186M | Sell |
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|
2019
Q2 | $188M | Sell |
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|
2019
Q1 | $209M | Sell |
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|
2018
Q4 | $211M | Buy |
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|
2018
Q3 | $197M | Sell |
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|
2018
Q2 | $228M | Buy |
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|
2018
Q1 | $217M | Buy |
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|
2017
Q4 | $201M | Sell |
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|
2017
Q3 | $190M | Sell |
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|
2017
Q2 | $194M | Sell |
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|
2017
Q1 | $203M | Buy |
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|
2016
Q4 | $147M | Buy |
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|
2016
Q3 | $97.9M | Sell |
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|
2016
Q2 | $109M | Sell |
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|
2016
Q1 | $129M | Buy |
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|
2015
Q4 | $121M | Buy |
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|
2015
Q3 | $75.1M | Sell |
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|
2015
Q2 | $103M | Buy |
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|
2015
Q1 | $105M | Sell |
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|
2014
Q4 | $108M | Sell |
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|
2014
Q3 | $115M | Buy |
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|
2014
Q2 | $67.1M | Sell |
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|
2014
Q1 | $68.2M | Sell |
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|
2013
Q4 | $70.1M | Buy |
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|
2013
Q3 | $49.9M | Buy |
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|
2013
Q2 | $42.2M | Buy |
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