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Alpha Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Alpha Financial Partners’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,162
Closed -$3.6M – 156
2024
Q3 		$3.6M Buy
+18,162
New +$3.46M 2.57% 11

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Alpha Financial Partners's VIG Position: Q4 2024 in Review

Alpha Financial Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 18,162 shares — an estimated $3.6M sold.

Alpha Financial Partners first reported a position in VIG in Q3 2024 and held it in 1 quarter. The position peaked at $3.6M in Q3 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Alpha Financial Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 18,162 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $3.6M.
  • Alpha Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $3.6M in Q3 2024.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.