JJBC
James J. Burns & Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
2,120
-250
| -11% | -$51.2K | 0.07% | 97 |
|
|
2025
Q1 | $460K | Sell |
2,370
-99
| -4% | -$19.2K | 0.08% | 89 |
|
|
2024
Q4 | $483K | Sell |
2,469
-103
| -4% | -$20.1K | 0.08% | 88 |
|
|
2024
Q3 | $509K | Buy |
2,572
+6
| +0.2% | +$1.19K | 0.09% | 79 |
|
|
2024
Q2 | $469K | Buy |
+2,566
| New | +$469K | 0.09% | 77 |
|
|
2024
Q1 | – | Sell |
-2,566
| Closed | -$438K | – | 118 |
|
|
2023
Q4 | $438K | Hold |
2,566
| – | – | 0.1% | 76 |
|
|
2023
Q3 | $398K | Hold |
2,566
| – | – | 0.11% | 71 |
|
|
2023
Q2 | $416K | Buy |
2,566
+100
| +4% | +$16.2K | 0.11% | 73 |
|
|
2023
Q1 | $380K | Buy |
+2,466
| New | +$380K | 0.1% | 82 |
|