Klingenstein Fields & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $242K | Hold |
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|
2024
Q3 | $245K | Hold |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $417K | Sell |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $206K | Buy |
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