JBR Co Financial 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 | $622K | Hold |
3,038
| – | – | 0.31% | 63 |
|
|
2025
Q1 | $589K | Hold |
3,038
| – | – | 0.34% | 59 |
|
|
2024
Q4 | $595K | Hold |
3,038
| – | – | 0.36% | 58 |
|
|
2024
Q3 | $602K | Hold |
3,038
| – | – | 0.39% | 57 |
|
|
2024
Q2 | $555K | Hold |
3,038
| – | – | 0.39% | 57 |
|
|
2024
Q1 | $555K | Hold |
3,038
| – | – | 0.44% | 56 |
|
|
2023
Q4 | $518K | Buy |
+3,038
| New | +$518K | 0.49% | 55 |
|