Kelleher Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
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|
2025
Q1 | $3.42M | Sell |
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|
2024
Q4 | $3.46M | Buy |
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|
2024
Q3 | $3.47M | Buy |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.53M | Buy |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.44M | Hold |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $713K | Buy |
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|
2021
Q2 | $430K | Sell |
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|
2021
Q1 | $649K | Buy |
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|
2020
Q4 | $385K | Buy |
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|
2020
Q3 | $304K | Hold |
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|
2020
Q2 | $276K | Hold |
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|
2020
Q1 | $244K | Buy |
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