Kelly Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-66	Closed	-$12.1K	–	730
2024 Q2	$12.1K	Sell	66 -14	-18%	-$2.52K	﹤0.01%	401
2024 Q1	$14.6K	Hold	80	–	–	0.01%	369
2023 Q4	$13.6K	Sell	80 -7	-8%	-$1.13K	0.01%	355
2023 Q3	$13.5K	Hold	87	–	–	0.01%	332
2023 Q2	$14.1K	Buy	87 +8	+10%	+$1.25K	0.01%	324
2023 Q1	$12.1K	Buy	79 +1	+1%	+$153	0.01%	329
2022 Q4	$11.9K	Hold	78	–	–	0.01%	315
2022 Q3	$10.5K	Buy	78 +1	+1%	+$149	0.01%	321
2022 Q2	$11.1K	Buy	+77	New	+$11.7K	0.01%	313
2021 Q2	–	Sell	-189	Closed	-$27.8K	–	670
2021 Q1	$27.8K	Buy	189 +1	+0.5%	+$142	0.02%	186
2020 Q4	$26.6K	Buy	188 +1	+0.5%	+$136	0.02%	171
2020 Q3	$24K	Buy	187 +1	+0.5%	+$126	0.02%	158
2020 Q2	$21.8K	Hold	186	–	–	0.02%	150
2020 Q1	$19.2K	Buy	+186	New	+$22.2K	0.02%	139

Other funds holding VIG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kelly Financial Services's VIG Position: Q3 2024 in Review

Kelly Financial Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 66 shares — an estimated $12.1K sold.

Kelly Financial Services first reported a position in VIG in Q1 2020 and held it in 14 quarters. The position peaked at $27.8K in Q1 2021. 2,102 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Kelly Financial Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 66 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $12.1K.
Kelly Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and held it in 14 quarters.
Kelly Financial Services's Vanguard Dividend Appreciation ETF position peaked at $27.8K in Q1 2021.
2,102 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.