JBR Co Financial 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
$619K Sell
2025
Q2
$622K Hold
2025
Q1
$589K Hold
2024
Q4
$595K Hold
2024
Q3
$602K Hold
2024
Q2
$555K Hold
2024
Q1
$555K Hold
2023
Q4
$518K Buy