Apricus Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Apricus Wealth’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	-1,137	Closed	-$225K	–	103
2024 Q3	$225K	Buy	1,137 +4	+0.4%	+$762	0.15%	89
2024 Q2	$207K	Sell	1,133 -465	-29%	-$83.7K	0.15%	89
2024 Q1	$292K	Sell	1,598 -30	-2%	-$5.27K	0.21%	78
2023 Q4	$277K	Sell	1,628 -350	-18%	-$56.3K	0.21%	75
2023 Q3	$308K	Hold	1,978	–	–	0.27%	66
2023 Q2	$323K	Sell	1,978 -150	-7%	-$23.5K	0.28%	68
2023 Q1	$328K	Buy	2,128 +100	+5%	+$15.3K	0.3%	63
2022 Q4	$308K	Hold	2,028	–	–	0.28%	64
2022 Q3	$274K	Hold	2,028	–	–	0.27%	67
2022 Q2	$291K	Sell	2,028 -300	-13%	-$45.7K	0.27%	70
2022 Q1	$381K	Sell	2,328 -75	-3%	-$12.1K	0.31%	68
2021 Q4	$413K	Buy	+2,403	New	+$396K	0.37%	63

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Apricus Wealth's VIG Position: Q4 2024 in Review

Apricus Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,137 shares — an estimated $225K sold.

Apricus Wealth first reported a position in VIG in Q4 2021 and held it in 12 quarters. The position peaked at $413K in Q4 2021. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Apricus Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Apricus Wealth sold 1,137 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $225K.
Apricus Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 12 quarters.
Apricus Wealth's Vanguard Dividend Appreciation ETF position peaked at $413K in Q4 2021.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Apricus Wealth's 13F filing for Q4 2024, filed 21 Jan 2025.