JIP
Jaffetilchin Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
8,279
+47
| +0.6% | +$9.62K | 0.11% | 126 |
|
|
2025
Q1 | $1.6M | Buy |
8,232
+1,367
| +20% | +$265K | 0.12% | 128 |
|
|
2024
Q4 | $1.34M | Buy |
6,865
+1,036
| +18% | +$203K | 0.1% | 134 |
|
|
2024
Q3 | $1.15M | Buy |
5,829
+759
| +15% | +$150K | 0.09% | 130 |
|
|
2024
Q2 | $925K | Sell |
5,070
-24
| -0.5% | -$4.38K | 0.08% | 139 |
|
|
2024
Q1 | $930K | Buy |
5,094
+101
| +2% | +$18.4K | 0.08% | 138 |
|
|
2023
Q4 | $851K | Buy |
4,993
+207
| +4% | +$35.3K | 0.08% | 151 |
|
|
2023
Q3 | $744K | Buy |
4,786
+55
| +1% | +$8.55K | 0.08% | 150 |
|
|
2023
Q2 | $768K | Sell |
4,731
-70
| -1% | -$11.4K | 0.08% | 148 |
|
|
2023
Q1 | $739K | Buy |
4,801
+114
| +2% | +$17.6K | 0.08% | 157 |
|
|
2022
Q4 | $712K | Buy |
4,687
+23
| +0.5% | +$3.49K | 0.09% | 161 |
|
|
2022
Q3 | $630K | Sell |
4,664
-531
| -10% | -$71.7K | 0.08% | 146 |
|
|
2022
Q2 | $745K | Buy |
5,195
+21
| +0.4% | +$3.01K | 0.09% | 152 |
|
|
2022
Q1 | $768K | Buy |
5,174
+216
| +4% | +$32.1K | 0.09% | 145 |
|
|
2021
Q4 | $852K | Buy |
4,958
+360
| +8% | +$61.9K | 0.08% | 156 |
|
|
2021
Q3 | $706K | Sell |
4,598
-3,828
| -45% | -$588K | 0.08% | 162 |
|
|
2021
Q2 | $1.25M | Buy |
8,426
+4,389
| +109% | +$651K | 0.09% | 154 |
|
|
2021
Q1 | $594K | Buy |
4,037
+44
| +1% | +$6.47K | 0.07% | 183 |
|
|
2020
Q4 | $564K | Sell |
3,993
-3,558
| -47% | -$503K | 0.08% | 154 |
|
|
2020
Q3 | $972K | Buy |
7,551
+351
| +5% | +$45.2K | 0.18% | 76 |
|
|
2020
Q2 | $844K | Sell |
7,200
-2,387
| -25% | -$280K | 0.19% | 77 |
|
|
2020
Q1 | $991K | Sell |
9,587
-4,198
| -30% | -$434K | 0.35% | 42 |
|
|
2019
Q4 | $1.72M | Buy |
13,785
+5,284
| +62% | +$659K | 0.37% | 53 |
|
|
2019
Q3 | $1.02M | Buy |
8,501
+3,898
| +85% | +$466K | 0.24% | 62 |
|
|
2019
Q2 | $530K | Sell |
4,603
-11,575
| -72% | -$1.33M | 0.12% | 120 |
|
|
2019
Q1 | $1.77M | Buy |
16,178
+9,154
| +130% | +$1M | 0.39% | 35 |
|
|
2018
Q4 | $688K | Buy |
7,024
+4,717
| +204% | +$462K | 0.17% | 87 |
|
|
2018
Q3 | $255K | Buy |
2,307
+7
| +0.3% | +$774 | 0.05% | 251 |
|
|
2018
Q2 | $234K | Hold |
2,300
| – | – | 0.05% | 255 |
|
|
2018
Q1 | $232K | Sell |
2,300
-7,869
| -77% | -$794K | 0.05% | 286 |
|
|
2017
Q4 | $1.04M | Buy |
10,169
+1,214
| +14% | +$124K | 0.35% | 56 |
|
|
2017
Q3 | $849K | Buy |
8,955
+2,727
| +44% | +$259K | 0.2% | 90 |
|
|
2017
Q2 | $577K | Sell |
6,228
-11,157
| -64% | -$1.03M | 0.2% | 88 |
|
|
2017
Q1 | $1.56M | Buy |
17,385
+12,507
| +256% | +$1.13M | 0.4% | 44 |
|
|
2016
Q4 | $415K | Buy |
4,878
+26
| +0.5% | +$2.21K | 0.12% | 139 |
|
|
2016
Q3 | $407K | Buy |
4,852
+109
| +2% | +$9.14K | 0.13% | 126 |
|
|
2016
Q2 | $395K | Buy |
4,743
+21
| +0.4% | +$1.75K | 0.12% | 129 |
|
|
2016
Q1 | $384K | Buy |
4,722
+17
| +0.4% | +$1.38K | 0.12% | 107 |
|
|
2015
Q4 | $366K | Buy |
4,705
+1,719
| +58% | +$134K | 0.12% | 121 |
|
|
2015
Q3 | $220K | Buy |
2,986
+34
| +1% | +$2.51K | 0.08% | 160 |
|
|
2015
Q2 | $232K | Hold |
2,952
| – | – | 0.07% | 169 |
|
|
2015
Q1 | $238K | Buy |
+2,952
| New | +$238K | 0.07% | 179 |
|