Kellett Wealth 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
Q3 | $5.97M | Buy |
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|
2025
Q2 | $5.52M | Buy |
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|
2025
Q1 | $5.14M | Buy |
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|
2024
Q4 | $4.69M | Buy |
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|
2024
Q3 | $4.41M | Buy |
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|
2024
Q2 | $3.21M | Buy |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $227K | Buy |
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