Joel Isaacson & Co’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
Q2 | $261M | Buy |
|
|||||
|
2025
Q1 | $241M | Buy |
|
|||||
|
2024
Q4 | $235M | Buy |
|
|||||
|
2024
Q3 | $228M | Buy |
|
|||||
|
2024
Q2 | $206M | Buy |
|
|||||
|
2024
Q1 | $201M | Buy |
|
|||||
|
2023
Q4 | $181M | Buy |
|
|||||
|
2023
Q3 | $161M | Buy |
|
|||||
|
2023
Q2 | $165M | Buy |
|
|||||
|
2023
Q1 | $153M | Buy |
|
|||||
|
2022
Q4 | $147M | Buy |
|
|||||
|
2022
Q3 | $126M | Buy |
|
|||||
|
2022
Q2 | $133M | Buy |
|
|||||
|
2022
Q1 | $147M | Buy |
|
|||||
|
2021
Q4 | $157M | Buy |
|
|||||
|
2021
Q3 | $139M | Buy |
|
|||||
|
2021
Q2 | $137M | Buy |
|
|||||
|
2021
Q1 | $128M | Buy |
|
|||||
|
2020
Q4 | $117M | Buy |
|
|||||
|
2020
Q3 | $100M | Buy |
|
|||||
|
2020
Q2 | $88.2M | Buy |
|
|||||
|
2020
Q1 | $68.1M | Buy |
|
|||||
|
2019
Q4 | $79.7M | Buy |
|
|||||
|
2019
Q3 | $72.1M | Buy |
|
|||||
|
2019
Q2 | $64.9M | Buy |
|
|||||
|
2019
Q1 | $59M | Sell |
|
|||||
|
2018
Q4 | $54.3M | Buy |
|
|||||
|
2018
Q3 | $53.4M | Buy |
|
|||||
|
2018
Q2 | $48.8M | Buy |
|
|||||
|
2018
Q1 | $47.4M | Buy |
|
|||||
|
2017
Q4 | $47.8M | Sell |
|
|||||
|
2017
Q3 | $44.6M | Sell |
|
|||||
|
2017
Q2 | $44.6M | Buy |
|
|||||
|
2017
Q1 | $42.3M | Sell |
|
|||||
|
2016
Q4 | $40.1M | Buy |
|
|||||
|
2016
Q3 | $38.9M | Buy |
|
|||||
|
2016
Q2 | $37.8M | Sell |
|
|||||
|
2016
Q1 | $37.8M | Buy |
|
|||||
|
2015
Q4 | $35.4M | Buy |
|
|||||
|
2015
Q3 | $32.9M | Buy |
|
|||||
|
2015
Q2 | $34.9M | Buy |
|
|||||
|
2015
Q1 | $35.6M | Buy |
|
|||||
|
2014
Q4 | $35.3M | Buy |
|
|||||
|
2014
Q3 | $32.6M | Buy |
|
|||||
|
2014
Q2 | $31.7M | Buy |
|
|||||
|
2014
Q1 | $30M | Buy |
|
|||||
|
2013
Q4 | $28.7M | Buy |
|
|||||
|
2013
Q3 | $25.7M | Buy |
|
|||||
|
2013
Q2 | $22.2M | Buy |
|