J.W. Cole 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
2025
Q2
$26M Buy
2025
Q1
$12.8M Sell
2024
Q4
$21.9M Buy
2024
Q3
$21.8M Buy
2024
Q2
$19.7M Buy
2024
Q1
$19.6M Buy
2023
Q4
$18.2M Buy
2023
Q3
$13.3M Sell
2023
Q2
$14M Buy
2023
Q1
$13.1M Buy
2022
Q4
$12.4M Buy
2022
Q3
$6.57M Buy
2022
Q2
$6.92M Sell
2022
Q1
$8.74M Buy
2021
Q4
$8.39M Sell
2021
Q3
$7.51M Buy
2021
Q2
$7.51M Sell
2021
Q1
$7.95M Buy
2020
Q4
$6.67M Buy
2020
Q3
$3.95M Sell
2020
Q2
$5.5M Buy
2020
Q1
$939K Sell
2019
Q4
$6.16M Buy