Jamison Private Wealth Management’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
Q3
$670K Buy
2025
Q2
$635K Buy
2025
Q1
$397K Buy
2024
Q4
$400K Buy
2024
Q3
$403K Buy
2024
Q2
$370K Hold
2024
Q1
$370K Buy
2023
Q4
$345K Sell
2023
Q3
$316K Buy