KJWM
Kiley Juergens Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
19,438
-70
| -0.4% | -$14.3K | 0.92% | 25 |
|
|
2025
Q1 | $3.78M | Sell |
19,508
-2
| -0% | -$388 | 1.01% | 21 |
|
|
2024
Q4 | $3.82M | Sell |
19,510
-80
| -0.4% | -$15.7K | 0.96% | 21 |
|
|
2024
Q3 | $3.88M | Sell |
19,590
-314
| -2% | -$62.2K | 1.01% | 22 |
|
|
2024
Q2 | $3.63M | Buy |
19,904
+120
| +0.6% | +$21.9K | 1.01% | 20 |
|
|
2024
Q1 | $3.61M | Sell |
19,784
-80
| -0.4% | -$14.6K | 1.12% | 21 |
|
|
2023
Q4 | $3.38M | Buy |
19,864
+320
| +2% | +$54.5K | 1.13% | 21 |
|
|
2023
Q3 | $3.04M | Buy |
19,544
+13
| +0.1% | +$2.02K | 1.1% | 21 |
|
|
2023
Q2 | $3.17M | Sell |
19,531
-20
| -0.1% | -$3.25K | 1.09% | 21 |
|
|
2023
Q1 | $3.01M | Buy |
19,551
+2,296
| +13% | +$354K | 1.13% | 23 |
|
|
2022
Q4 | $2.62M | Buy |
17,255
+1,321
| +8% | +$201K | 1.1% | 22 |
|
|
2022
Q3 | $2.15M | Sell |
15,934
-262
| -2% | -$35.4K | 1.01% | 24 |
|
|
2022
Q2 | $2.32M | Buy |
16,196
+797
| +5% | +$114K | 1.1% | 22 |
|
|
2022
Q1 | $2.5M | Sell |
15,399
-13
| -0.1% | -$2.11K | 1.21% | 23 |
|
|
2021
Q4 | $2.65M | Buy |
15,412
+704
| +5% | +$121K | 1% | 24 |
|
|
2021
Q3 | $2.26M | Sell |
14,708
-177
| -1% | -$27.2K | 0.99% | 24 |
|
|
2021
Q2 | $2.3M | Buy |
14,885
+1
| +0% | +$155 | 1.06% | 22 |
|
|
2021
Q1 | $2.19M | Buy |
14,884
+809
| +6% | +$119K | 1.14% | 22 |
|
|
2020
Q4 | $1.99M | Buy |
14,075
+209
| +2% | +$29.5K | 1.18% | 21 |
|
|
2020
Q3 | $1.78M | Buy |
13,866
+3,581
| +35% | +$461K | 1.3% | 19 |
|
|
2020
Q2 | $1.21M | Buy |
+10,285
| New | +$1.21M | 1.01% | 24 |
|
|
2018
Q4 | – | Sell |
-8,532
| Closed | -$944K | – | 629 |
|
|
2018
Q3 | $944K | Buy |
8,532
+1,329
| +18% | +$147K | 0.7% | 29 |
|
|
2018
Q2 | $732K | Buy |
7,203
+350
| +5% | +$35.6K | 0.65% | 35 |
|
|
2018
Q1 | $692K | Buy |
6,853
+92
| +1% | +$9.29K | 0.75% | 34 |
|
|
2017
Q4 | $689K | Buy |
+6,761
| New | +$689K | 0.62% | 34 |
|