Keeler & Nadler Financial Planning & Wealth Management’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 | $1.32M | Buy |
6,462
+347
| +6% | +$71K | 0.53% | 33 |
|
|
2025
Q1 | $1.17M | Buy |
6,115
+23
| +0.4% | +$4.42K | 0.53% | 30 |
|
|
2024
Q4 | $1.19M | Sell |
6,092
-880
| -13% | -$172K | 0.56% | 30 |
|
|
2024
Q3 | $1.38M | Sell |
6,972
-575
| -8% | -$114K | 0.67% | 28 |
|
|
2024
Q2 | $1.38M | Sell |
7,547
-2,916
| -28% | -$532K | 0.76% | 28 |
|
|
2024
Q1 | $1.91M | Sell |
10,463
-1,258
| -11% | -$230K | 1.15% | 25 |
|
|
2023
Q4 | $2M | Buy |
+11,721
| New | +$2M | 1.44% | 21 |
|
|
2022
Q4 | $1.98M | Buy |
+13,052
| New | +$1.98M | 1.8% | 17 |
|
|
2021
Q4 | $1.63M | Buy |
+9,466
| New | +$1.63M | 1.5% | 18 |
|