JWM
Jupiter Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
1,821
| – | – | 0.19% | 66 |
|
|
2025
Q1 | $363K | Hold |
1,821
| – | – | 0.22% | 57 |
|
|
2024
Q4 | $357K | Hold |
1,821
| – | – | 0.18% | 73 |
|
|
2024
Q3 | $361K | Hold |
1,821
| – | – | 0.18% | 70 |
|
|
2024
Q2 | $346K | Hold |
1,821
| – | – | 0.18% | 69 |
|
|
2024
Q1 | $326K | Hold |
1,821
| – | – | 0.17% | 70 |
|
|
2023
Q4 | $310K | Hold |
1,821
| – | – | 0.18% | 71 |
|
|
2023
Q3 | $290K | Buy |
+1,821
| New | +$290K | 0.19% | 70 |
|