Altus Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Altus Wealth Management’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
2025 Q2	–	Sell	-1,260	Closed	-$244K	–	42
2025 Q1	$244K	Buy	1,260 +12	+1%	+$2.39K	0.11%	37
2024 Q4	$244K	Hold	1,248	–	–	0.11%	38
2024 Q3	$247K	Hold	1,248	–	–	0.12%	38
2024 Q2	$228K	Sell	1,248 -275	-18%	-$49.5K	0.11%	40
2024 Q1	$278K	Hold	1,523	–	–	0.15%	35
2023 Q4	$260K	Hold	1,523	–	–	0.16%	35
2023 Q3	$237K	Hold	1,523	–	–	0.16%	32
2023 Q2	$247K	Sell	1,523 -34	-2%	-$5.32K	0.2%	28
2023 Q1	$240K	Hold	1,557	–	–	0.2%	28
2022 Q4	$236K	Buy	+1,557	New	+$232K	0.21%	24

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Altus Wealth Management's VIG Position: Q2 2025 in Review

Altus Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,260 shares — an estimated $244K sold.

Altus Wealth Management first reported a position in VIG in Q4 2022 and held it in 10 quarters. The position peaked at $278K in Q1 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Altus Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Altus Wealth Management sold 1,260 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $244K.
Altus Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 10 quarters.
Altus Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $278K in Q1 2024.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Altus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.