Key Financial Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
2,278
-45
| -2% | -$9.21K | 0.09% | 175 |
|
|
2025
Q1 | $451K | Hold |
2,323
| – | – | 0.1% | 171 |
|
|
2024
Q4 | $455K | Hold |
2,323
| – | – | 0.1% | 157 |
|
|
2024
Q3 | $460K | Buy |
2,323
+140
| +6% | +$27.7K | 0.1% | 163 |
|
|
2024
Q2 | $399K | Sell |
2,183
-140
| -6% | -$25.6K | 0.1% | 163 |
|
|
2024
Q1 | $424K | Sell |
2,323
-338
| -13% | -$61.7K | 0.11% | 153 |
|
|
2023
Q4 | $453K | Buy |
2,661
+140
| +6% | +$23.9K | 0.12% | 135 |
|
|
2023
Q3 | $392K | Sell |
2,521
-62
| -2% | -$9.63K | 0.13% | 132 |
|
|
2023
Q2 | $420K | Hold |
2,583
| – | – | 0.14% | 127 |
|
|
2023
Q1 | $398K | Buy |
2,583
+2,248
| +671% | +$346K | 0.15% | 126 |
|
|
2022
Q4 | $45.3K | Hold |
335
| – | – | 0.02% | 377 |
|
|
2022
Q3 | $45K | Buy |
335
+166
| +98% | +$22.3K | 0.02% | 385 |
|
|
2022
Q2 | $24K | Buy |
169
+17
| +11% | +$2.41K | 0.01% | 475 |
|
|
2022
Q1 | $25K | Hold |
152
| – | – | 0.01% | 466 |
|
|
2021
Q4 | $26K | Hold |
152
| – | – | 0.01% | 445 |
|
|
2021
Q3 | $23K | Hold |
152
| – | – | 0.01% | 451 |
|
|
2021
Q2 | $24K | Buy |
152
+50
| +49% | +$7.9K | 0.01% | 442 |
|
|
2021
Q1 | $15K | Hold |
102
| – | – | 0.01% | 440 |
|
|
2020
Q4 | $14K | Buy |
+102
| New | +$14K | 0.01% | 426 |
|
|
2020
Q2 | – | Sell |
-102
| Closed | -$11K | – | 620 |
|
|
2020
Q1 | $11K | Buy |
+102
| New | +$11K | 0.01% | 395 |
|