P.J. Schmidt Investment Management (PJS)’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 | $3.06M | Sell |
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|
2025
Q1 | $3.44M | Sell |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $3.31M | Sell |
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|
2024
Q1 | $3.7M | Buy |
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|
2023
Q4 | $3.21M | Sell |
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|
2023
Q3 | $3.9M | Buy |
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|
2023
Q2 | $3.83M | Buy |
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|
2023
Q1 | $3.55M | Buy |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $2.85M | Sell |
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|
2022
Q2 | $3.16M | Sell |
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|
2022
Q1 | $3.16M | Buy |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.45M | Buy |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.69M | Buy |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $737K | Buy |
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|
2020
Q2 | $420K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $945K | Sell |
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|
2015
Q1 | $1.03M | Sell |
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|
2014
Q4 | $1.1M | Buy |
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|
2014
Q3 | $343K | Buy |
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