JPLA
Joseph P. Lucia & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Hold |
12,147
| – | – | 1.02% | 30 |
|
|
2025
Q1 | $2.36M | Sell |
12,147
-161
| -1% | -$31.2K | 1.08% | 32 |
|
|
2024
Q4 | $2.41M | Sell |
12,308
-36
| -0.3% | -$7.05K | 1.07% | 32 |
|
|
2024
Q3 | $2.44M | Sell |
12,344
-133
| -1% | -$26.3K | 1.13% | 30 |
|
|
2024
Q2 | $2.28M | Sell |
12,477
-55
| -0.4% | -$10K | 1.17% | 28 |
|
|
2024
Q1 | $2.29M | Sell |
12,532
-8
| -0.1% | -$1.46K | 1.23% | 29 |
|
|
2023
Q4 | $2.14M | Sell |
12,540
-425
| -3% | -$72.4K | 1.33% | 26 |
|
|
2023
Q3 | $2.01M | Sell |
12,965
-54
| -0.4% | -$8.39K | 1.41% | 24 |
|
|
2023
Q2 | $2.11M | Sell |
13,019
-1,010
| -7% | -$164K | 1.42% | 25 |
|
|
2023
Q1 | $2.16M | Sell |
14,029
-638
| -4% | -$98.3K | 1.51% | 20 |
|
|
2022
Q4 | $2.23M | Sell |
14,667
-2,090
| -12% | -$317K | 1.67% | 17 |
|
|
2022
Q3 | $2.27M | Sell |
16,757
-325
| -2% | -$43.9K | 1.78% | 17 |
|
|
2022
Q2 | $2.45M | Buy |
17,082
+1,239
| +8% | +$178K | 1.73% | 17 |
|
|
2022
Q1 | $2.57M | Buy |
15,843
+7,425
| +88% | +$1.2M | 1.56% | 20 |
|
|
2021
Q4 | $1.45M | Buy |
8,418
+3,526
| +72% | +$606K | 0.92% | 37 |
|
|
2021
Q3 | $751K | Buy |
4,892
+2,000
| +69% | +$307K | 0.45% | 59 |
|
|
2021
Q2 | $448K | Sell |
2,892
-23
| -0.8% | -$3.56K | 0.27% | 89 |
|
|
2021
Q1 | $429K | Buy |
2,915
+395
| +16% | +$58.1K | 0.19% | 80 |
|
|
2020
Q4 | $356K | Sell |
2,520
-95
| -4% | -$13.4K | 0.25% | 78 |
|
|
2020
Q3 | $336K | Buy |
2,615
+85
| +3% | +$10.9K | 0.31% | 71 |
|
|
2020
Q2 | $296K | Buy |
2,530
+275
| +12% | +$32.2K | 0.27% | 76 |
|
|
2020
Q1 | $233K | Buy |
2,255
+5
| +0.2% | +$517 | 0.26% | 76 |
|
|
2019
Q4 | $280K | Buy |
2,250
+5
| +0.2% | +$622 | 0.25% | 76 |
|
|
2019
Q3 | $268K | Buy |
2,245
+175
| +8% | +$20.9K | 0.28% | 73 |
|
|
2019
Q2 | $238K | Sell |
2,070
-217,641
| -99% | -$25M | 0.25% | 81 |
|
|
2019
Q1 | $1.98K | Buy |
+219,711
| New | +$1.98K | 0.15% | 90 |
|