KTM
Keeler Thomas Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,443
| Closed | -$304K | – | 63 |
|
|
2019
Q4 | $304K | Hold |
2,443
| – | – | 0.22% | 59 |
|
|
2019
Q3 | $292K | Sell |
2,443
-51
| -2% | -$6.1K | 0.22% | 56 |
|
|
2019
Q2 | $287K | Hold |
2,494
| – | – | 0.23% | 52 |
|
|
2019
Q1 | $273K | Buy |
2,494
+93
| +4% | +$10.2K | 0.23% | 52 |
|
|
2018
Q4 | $235K | Sell |
2,401
-3,899
| -62% | -$382K | 0.27% | 51 |
|
|
2018
Q3 | $697K | Sell |
6,300
-163
| -3% | -$18K | 0.58% | 42 |
|
|
2018
Q2 | $656K | Buy |
6,463
+500
| +8% | +$50.8K | 0.61% | 37 |
|
|
2018
Q1 | $602K | Buy |
5,963
+300
| +5% | +$30.3K | 0.6% | 37 |
|
|
2017
Q4 | $577K | Buy |
+5,663
| New | +$577K | 0.53% | 41 |
|