KMG Fiduciary Partners’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
Q3 | $976K | Buy |
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|
2025
Q2 | $906K | Hold |
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|
2025
Q1 | $858K | Buy |
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|
2024
Q4 | $807K | Hold |
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|
2024
Q3 | $816K | Sell |
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|
2024
Q2 | $808K | Sell |
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|
2024
Q1 | $827K | Sell |
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|
2023
Q4 | $778K | Buy |
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|
2023
Q3 | $709K | Hold |
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|
2023
Q2 | $741K | Sell |
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|
2023
Q1 | $729K | Buy |
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|
2022
Q4 | $644K | Buy |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $515K | Hold |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $550K | Buy |
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|
2021
Q3 | $488K | Buy |
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|
2021
Q2 | $492K | Buy |
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