Jamison Private Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
3,102
+1,053
| +51% | +$216K | 0.09% | 132 |
|
|
2025
Q1 | $397K | Buy |
2,049
+6
| +0.3% | +$1.16K | 0.06% | 157 |
|
|
2024
Q4 | $400K | Buy |
2,043
+9
| +0.4% | +$1.76K | 0.06% | 159 |
|
|
2024
Q3 | $403K | Buy |
2,034
+6
| +0.3% | +$1.19K | 0.06% | 144 |
|
|
2024
Q2 | $370K | Hold |
2,028
| – | – | 0.06% | 143 |
|
|
2024
Q1 | $370K | Buy |
2,028
+5
| +0.2% | +$913 | 0.06% | 146 |
|
|
2023
Q4 | $345K | Sell |
2,023
-8
| -0.4% | -$1.36K | 0.06% | 149 |
|
|
2023
Q3 | $316K | Buy |
+2,031
| New | +$316K | 0.07% | 146 |
|