Keel Point’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
8,495
+2,116
+33% +$433K 0.12% 129
2025
Q1
$1.24M Sell
6,379
-44
-0.7% -$8.54K 0.1% 132
2024
Q4
$1.26M Sell
6,423
-148
-2% -$29K 0.1% 128
2024
Q3
$1.3M Hold
6,571
0.11% 132
2024
Q2
$1.23M Buy
6,571
+2,662
+68% +$499K 0.11% 132
2024
Q1
$714K Buy
3,909
+1,042
+36% +$190K 0.07% 158
2023
Q4
$489K Buy
2,867
+28
+1% +$4.77K 0.06% 180
2023
Q3
$441K Buy
2,839
+14
+0.5% +$2.18K 0.06% 175
2023
Q2
$459K Buy
2,825
+5
+0.2% +$812 0.06% 173
2023
Q1
$434K Buy
2,820
+71
+3% +$10.9K 0.06% 177
2022
Q4
$417K Buy
2,749
+14
+0.5% +$2.13K 0.07% 181
2022
Q3
$370K Sell
2,735
-17
-0.6% -$2.3K 0.06% 168
2022
Q2
$429K Buy
2,752
+18
+0.7% +$2.81K 0.07% 159
2022
Q1
$443K Sell
2,734
-43
-2% -$6.97K 0.07% 160
2021
Q4
$477K Buy
2,777
+7
+0.3% +$1.2K 0.05% 151
2021
Q3
$426K Buy
2,770
+14
+0.5% +$2.15K 0.06% 159
2021
Q2
$427K Sell
2,756
-335
-11% -$51.9K 0.05% 165
2021
Q1
$455K Buy
3,091
+10
+0.3% +$1.47K 0.04% 158
2020
Q4
$435K Buy
3,081
+25
+0.8% +$3.53K 0.04% 157
2020
Q3
$393K Buy
3,056
+14
+0.5% +$1.8K 0.04% 156
2020
Q2
$356K Sell
3,042
-2,382
-44% -$279K 0.04% 147
2020
Q1
$561K Sell
5,424
-1,231
-18% -$127K 0.07% 107
2019
Q4
$830K Sell
6,655
-526
-7% -$65.6K 0.09% 93
2019
Q3
$859K Sell
7,181
-1,182
-14% -$141K 0.11% 89
2019
Q2
$963K Sell
8,363
-374
-4% -$43.1K 0.11% 85
2019
Q1
$958K Sell
8,737
-201
-2% -$22K 0.11% 71
2018
Q4
$875K Buy
8,938
+58
+0.7% +$5.68K 0.12% 64
2018
Q3
$983K Sell
8,880
-481
-5% -$53.2K 0.12% 53
2018
Q2
$951K Buy
9,361
+1,186
+15% +$120K 0.13% 58
2018
Q1
$826K Sell
8,175
-358
-4% -$36.2K 0.11% 60
2017
Q4
$871K Sell
8,533
-1,136
-12% -$116K 0.12% 61
2017
Q3
$916K Sell
9,669
-641
-6% -$60.7K 0.14% 61
2017
Q2
$955K Sell
10,310
-2,029
-16% -$188K 0.19% 53
2017
Q1
$1.11M Sell
12,339
-694
-5% -$62.4K 0.22% 47
2016
Q4
$1.11M Sell
13,033
-446
-3% -$38K 0.25% 44
2016
Q3
$1.13M Sell
13,479
-5,532
-29% -$464K 0.43% 35
2016
Q2
$1.58M Buy
19,011
+2,868
+18% +$239K 0.68% 24
2016
Q1
$1.31M Sell
16,143
-22,561
-58% -$1.83M 0.66% 24
2015
Q4
$3.01M Sell
38,704
-23,183
-37% -$1.8M 1.63% 13
2015
Q3
$4.56M Sell
61,887
-18,742
-23% -$1.38M 2.55% 9
2015
Q2
$6.55M Sell
80,629
-14,288
-15% -$1.16M 3.12% 7
2015
Q1
$7.64M Buy
+94,917
New +$7.64M 3.83% 3