JF
JSF Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
+1,320
| New | +$270K | 0.06% | 105 |
|
|
2023
Q3 | – | Sell |
-1,451
| Closed | -$236K | – | 115 |
|
|
2023
Q2 | $236K | Hold |
1,451
| – | – | 0.08% | 94 |
|
|
2023
Q1 | $224K | Sell |
1,451
-60
| -4% | -$9.24K | 0.08% | 108 |
|
|
2022
Q4 | $229K | Sell |
1,511
-444
| -23% | -$67.4K | 0.09% | 103 |
|
|
2022
Q3 | $264K | Buy |
+1,955
| New | +$264K | 0.1% | 90 |
|
|
2022
Q2 | – | Sell |
-2,647
| Closed | -$429K | – | 123 |
|
|
2022
Q1 | $429K | Sell |
2,647
-9
| -0.3% | -$1.46K | 0.18% | 72 |
|
|
2021
Q4 | $456K | Buy |
2,656
+548
| +26% | +$94.1K | 0.22% | 55 |
|
|
2021
Q3 | $324K | Buy |
2,108
+806
| +62% | +$124K | 0.16% | 73 |
|
|
2021
Q2 | $202K | Buy |
+1,302
| New | +$202K | 0.12% | 98 |
|