Joseph Group Capital 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 | $1.96M | Sell |
9,581
-479
| -5% | -$98K | 0.66% | 42 |
|
|
2025
Q1 | $1.95M | Sell |
10,060
-621
| -6% | -$120K | 0.75% | 39 |
|
|
2024
Q4 | $2.09M | Buy |
10,681
+175
| +2% | +$34.3K | 0.82% | 39 |
|
|
2024
Q3 | $2.08M | Buy |
10,506
+226
| +2% | +$44.8K | 0.8% | 40 |
|
|
2024
Q2 | $1.88M | Buy |
10,280
+204
| +2% | +$37.2K | 0.97% | 35 |
|
|
2024
Q1 | $1.84M | Buy |
10,076
+669
| +7% | +$122K | 0.92% | 37 |
|
|
2023
Q4 | $1.6M | Buy |
9,407
+189
| +2% | +$32.2K | 0.93% | 28 |
|
|
2023
Q3 | $1.43M | Buy |
9,218
+309
| +3% | +$48K | 1.03% | 26 |
|
|
2023
Q2 | $1.45M | Sell |
8,909
-775
| -8% | -$126K | 1.22% | 23 |
|
|
2023
Q1 | $1.49M | Buy |
9,684
+97
| +1% | +$14.9K | 1.31% | 23 |
|
|
2022
Q4 | $1.46M | Sell |
9,587
-770
| -7% | -$117K | 1.38% | 17 |
|
|
2022
Q3 | $1.4M | Sell |
10,357
-98
| -0.9% | -$13.2K | 1.53% | 14 |
|
|
2022
Q2 | $1.5M | Buy |
10,455
+611
| +6% | +$87.7K | 1.5% | 12 |
|
|
2022
Q1 | $1.6M | Sell |
9,844
-21
| -0.2% | -$3.41K | 1.61% | 12 |
|
|
2021
Q4 | $1.69M | Buy |
+9,865
| New | +$1.69M | 1.63% | 14 |
|