KCFA
Key Client Fiduciary Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
7,722
+1,836
| +31% | +$376K | 0.64% | 40 |
|
|
2025
Q1 | $1.14M | Buy |
5,886
+221
| +4% | +$42.9K | 0.52% | 46 |
|
|
2024
Q4 | $1.11M | Buy |
5,665
+16
| +0.3% | +$3.13K | 0.49% | 48 |
|
|
2024
Q3 | $1.12M | Buy |
5,649
+116
| +2% | +$23K | 0.5% | 45 |
|
|
2024
Q2 | $1.01M | Buy |
5,533
+539
| +11% | +$98.4K | 0.5% | 47 |
|
|
2024
Q1 | $912K | Buy |
4,994
+49
| +1% | +$8.95K | 0.48% | 49 |
|
|
2023
Q4 | $843K | Buy |
4,945
+283
| +6% | +$48.2K | 0.49% | 43 |
|
|
2023
Q3 | $724K | Buy |
4,662
+881
| +23% | +$137K | 0.44% | 50 |
|
|
2023
Q2 | $614K | Buy |
3,781
+141
| +4% | +$22.9K | 0.36% | 60 |
|
|
2023
Q1 | $561K | Buy |
3,640
+215
| +6% | +$33.1K | 0.35% | 63 |
|
|
2022
Q4 | $520K | Buy |
3,425
+148
| +5% | +$22.5K | 0.35% | 62 |
|
|
2022
Q3 | $443K | Buy |
3,277
+10
| +0.3% | +$1.35K | 0.4% | 48 |
|
|
2022
Q2 | $469K | Buy |
3,267
+130
| +4% | +$18.7K | 0.46% | 49 |
|
|
2022
Q1 | $509K | Buy |
3,137
+458
| +17% | +$74.3K | 0.4% | 56 |
|
|
2021
Q4 | $460K | Buy |
+2,679
| New | +$460K | 0.38% | 65 |
|