Keeler Thomas Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Keeler Thomas Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$6.02K	0.22%	56
2019 Q2	$287K	Hold	2,494	–	–	0.23%	52
2019 Q1	$273K	Buy	2,494 +93	+4%	+$9.8K	0.23%	52
2018 Q4	$235K	Sell	2,401 -3,899	-62%	-$407K	0.27%	51
2018 Q3	$697K	Sell	6,300 -163	-3%	-$17.5K	0.58%	42
2018 Q2	$656K	Buy	6,463 +500	+8%	+$51K	0.61%	37
2018 Q1	$602K	Buy	5,963 +300	+5%	+$31.1K	0.6%	37
2017 Q4	$577K	Buy	+5,663	New	+$558K	0.53%	41

Other funds holding VIG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return