KSWA
Kathleen S. Wright 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 | $733K | Hold |
3,583
| – | – | 0.29% | 64 |
|
|
2025
Q1 | $695K | Buy |
3,583
+3
| +0.1% | +$582 | 0.29% | 64 |
|
|
2024
Q4 | $701K | Buy |
3,580
+46
| +1% | +$9.01K | 0.29% | 64 |
|
|
2024
Q3 | $700K | Buy |
3,534
+4
| +0.1% | +$792 | 0.29% | 64 |
|
|
2024
Q2 | $644K | Buy |
3,530
+1,077
| +44% | +$197K | 0.3% | 63 |
|
|
2024
Q1 | $448K | Sell |
2,453
-929
| -27% | -$170K | 0.21% | 78 |
|
|
2023
Q4 | $576K | Sell |
3,382
-227
| -6% | -$38.7K | 0.29% | 61 |
|
|
2023
Q3 | $561K | Buy |
3,609
+3
| +0.1% | +$466 | 0.31% | 63 |
|
|
2023
Q2 | $586K | Hold |
3,606
| – | – | 0.37% | 56 |
|
|
2023
Q1 | $555K | Buy |
3,606
+3
| +0.1% | +$462 | 0.36% | 59 |
|
|
2022
Q4 | $547K | Buy |
3,603
+543
| +18% | +$82.4K | 0.37% | 58 |
|
|
2022
Q3 | $414K | Buy |
3,060
+3
| +0.1% | +$406 | 0.34% | 67 |
|
|
2022
Q2 | $439K | Buy |
3,057
+3
| +0.1% | +$431 | 0.37% | 58 |
|
|
2022
Q1 | $495K | Buy |
3,054
+2
| +0.1% | +$324 | 0.36% | 56 |
|
|
2021
Q4 | $524K | Buy |
+3,052
| New | +$524K | 0.39% | 57 |
|