JBJ Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

JBJ Investment Partners’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$70.9M	Buy	412,794 +3,814	+0.9%	+$629K	14.63%	2
2021 Q3	$62.8M	Buy	408,980 +6,744	+2%	+$1.07M	13.04%	3
2021 Q2	$62.3M	Sell	402,236 -39,930	-9%	-$6.13M	12.79%	3
2021 Q1	$65M	Sell	442,166 -14,141	-3%	-$2.01M	14.22%	2
2020 Q4	$64.4M	Buy	456,307 +11,862	+3%	+$1.61M	14.65%	2
2020 Q3	$57.2M	Buy	444,445 +221,671	+100%	+$27.9M	14.95%	2
2020 Q2	$26.1M	Buy	222,774 +19,748	+10%	+$2.25M	7.48%	5
2020 Q1	$21M	Buy	+203,026	New	+$24.2M	7.53%	5
2019 Q2	–	Sell	-572	Closed	-$63K	–	183
2019 Q1	$63K	Buy	+572	New	+$60.3K	0.02%	84

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JBJ Investment Partners's VIG Position: Q4 2021 in Review

JBJ Investment Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.93% in Q4 2021, buying an estimated $629K and bringing the position to 412,794 shares worth $70.9M. The position accounts for 14.63% of the portfolio, ranked #2.

JBJ Investment Partners first reported a position in VIG in Q1 2019 and has held it in 9 quarters since. 1,719 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

JBJ Investment Partners held 412,794 shares of Vanguard Dividend Appreciation ETF worth $70.9M as of Q4 2021.
JBJ Investment Partners bought 3,814 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $629K.
Vanguard Dividend Appreciation ETF made up 14.63% of JBJ Investment Partners's portfolio in Q4 2021, its #2 holding.
JBJ Investment Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 9 quarters since.
1,719 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.