Kiely Wealth Advisory Group’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
2024
Q4
$138K Hold
678
0.09% 77
2024
Q3
$137K Hold
678
0.09% 77
2024
Q2
$125K Hold
678
0.07% 66
2024
Q1
$120K Sell
678
-1,857
-73% -$329K 0.07% 63
2023
Q4
$439K Buy
+2,535
New +$439K 0.25% 20