JDM Financial Group’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 | $60K | Hold |
293
| – | – | 0.03% | 83 |
|
|
2025
Q1 | $56.8K | Hold |
293
| – | – | 0.03% | 83 |
|
|
2024
Q4 | $57.4K | Hold |
293
| – | – | 0.03% | 80 |
|
|
2024
Q3 | $58K | Hold |
293
| – | – | 0.03% | 79 |
|
|
2024
Q2 | $53.5K | Buy |
293
+129
| +79% | +$23.5K | 0.04% | 75 |
|
|
2024
Q1 | $29.9K | Hold |
164
| – | – | 0.02% | 93 |
|
|
2023
Q4 | $27.9K | Hold |
164
| – | – | 0.02% | 89 |
|
|
2023
Q3 | $25.5K | Hold |
164
| – | – | 0.02% | 90 |
|
|
2023
Q2 | $26.6K | Hold |
164
| – | – | 0.02% | 92 |
|
|
2023
Q1 | $25.3K | Sell |
164
-49
| -23% | -$7.55K | 0.02% | 92 |
|
|
2022
Q4 | $32.3K | Buy |
+213
| New | +$32.3K | 0.03% | 80 |
|