Aveo Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aveo Capital 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
2025 Q2	–	Sell	-1,340	Closed	-$257K	–	154
2025 Q1	$257K	Sell	1,340 -1,007	-43%	-$200K	0.04%	155
2024 Q4	$460K	Buy	2,347 +1,174	+100%	+$234K	0.05%	219
2024 Q3	$232K	Hold	1,173	–	–	0.02%	313
2024 Q2	$214K	Sell	1,173 -1,832	-61%	-$330K	0.02%	302
2024 Q1	$532K	Buy	3,005 +1,731	+136%	+$304K	0.06%	211
2023 Q4	$217K	Buy	+1,274	New	+$205K	0.03%	316
2023 Q2	–	Sell	-1,469	Closed	-$226K	–	362
2023 Q1	$226K	Buy	+1,469	New	+$225K	0.03%	303
2019 Q4	–	Sell	-2,065	Closed	-$248K	–	205
2019 Q3	$248K	Buy	+2,065	New	+$244K	0.1%	158
2017 Q1	–	Sell	-3,251	Closed	-$277K	–	230
2016 Q4	$277K	Buy	+3,251	New	+$273K	0.08%	164

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Aveo Capital Partners's VIG Position: Q2 2025 in Review

Aveo Capital Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,340 shares — an estimated $257K sold.

Aveo Capital Partners first reported a position in VIG in Q4 2016 and held it in 9 quarters. The position peaked at $532K in Q1 2024. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Aveo Capital Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 1,340 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $257K.
Aveo Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 9 quarters.
Aveo Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $532K in Q1 2024.
2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.