Asset Planning Corporation’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Asset Planning Corporation’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 Q1	–	Sell	-1,788	Closed	-$350K	–	44
2024 Q4	$350K	Sell	1,788 -144	-7%	-$28.8K	0.22%	34
2024 Q3	$383K	Buy	1,932 +2	+0.1%	+$381	0.25%	31
2024 Q2	$352K	Sell	1,930 -553	-22%	-$99.5K	0.26%	31
2024 Q1	$453K	Sell	2,483 -357	-13%	-$62.7K	0.33%	28
2023 Q4	$484K	Buy	2,840 +10	+0.4%	+$1.61K	0.37%	27
2023 Q3	$440K	Buy	2,830 +5	+0.2%	+$811	0.34%	28
2023 Q2	$459K	Hold	2,825	–	–	0.35%	27
2023 Q1	$435K	Buy	2,825 +5	+0.2%	+$766	0.35%	26
2022 Q4	$428K	Buy	2,820 +6	+0.2%	+$894	0.36%	25
2022 Q3	$380K	Buy	2,814 +4	+0.1%	+$595	0.36%	26
2022 Q2	$403K	Buy	2,810 +5	+0.2%	+$761	0.35%	27
2022 Q1	$455K	Buy	2,805 +4	+0.1%	+$645	0.4%	26
2021 Q4	$481K	Buy	2,801 +4	+0.1%	+$659	0.41%	24
2021 Q3	$430K	Buy	2,797 +5	+0.2%	+$797	0.4%	23
2021 Q2	$432K	Sell	2,792 -6	-0.2%	-$921	0.42%	22
2021 Q1	$412K	Hold	2,798	–	–	0.43%	22
2020 Q4	$395K	Buy	+2,798	New	+$379K	0.39%	20

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

Asset Planning Corporation's VIG Position: Q1 2025 in Review

Asset Planning Corporation sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 1,788 shares — an estimated $350K sold.

Asset Planning Corporation first reported a position in VIG in Q4 2020 and held it in 17 quarters. The position peaked at $484K in Q4 2023. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Asset Planning Corporation reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Asset Planning Corporation sold 1,788 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $350K.
Asset Planning Corporation first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 17 quarters.
Asset Planning Corporation's Vanguard Dividend Appreciation ETF position peaked at $484K in Q4 2023.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Asset Planning Corporation's 13F filing for Q1 2025, filed 12 May 2025.