Walter & Keenan Wealth Management’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 | $7.94M | Buy |
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|
2025
Q1 | $7.47M | Buy |
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|
2024
Q4 | $7.27M | Buy |
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|
2024
Q3 | $6.28M | Buy |
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|
2024
Q2 | $5.49M | Buy |
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|
2024
Q1 | $5.23M | Buy |
|
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|
2023
Q4 | $3.78M | Buy |
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|
2023
Q3 | $3.11M | Buy |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.56M | Buy |
|
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $1.82M | Buy |
|
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.56M | Hold |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $1M | Buy |
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|
2019
Q2 | $499K | Hold |
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|
2019
Q1 | $475K | Hold |
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|
2018
Q4 | $424K | Hold |
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|
2018
Q3 | $480 | Hold |
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|
2018
Q2 | $440K | Hold |
|
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|
2018
Q1 | $438K | Hold |
|
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|
2017
Q4 | $442K | Hold |
|
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|
2017
Q3 | $411K | Buy |
|
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|
2017
Q2 | $290K | Hold |
|
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|
2017
Q1 | $282K | Hold |
|
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|
2016
Q4 | $267K | Hold |
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|
2016
Q3 | $263K | Sell |
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|
2016
Q2 | $280K | Sell |
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|
2016
Q1 | $379K | Hold |
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|
2015
Q4 | $362K | Hold |
|
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|
2015
Q3 | $344K | Hold |
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|
2015
Q2 | $366K | Hold |
|
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|
2015
Q1 | $375K | Hold |
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|
2014
Q4 | $378K | Hold |
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|
2014
Q3 | $359K | Hold |
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|
2014
Q2 | $363K | Hold |
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|
2014
Q1 | $351K | Buy |
|