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

Avondale 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 Q3	–	Sell	-517	Closed	-$106K	–	108
2025 Q2	$106K	Hold	517	–	–	0.06%	73
2025 Q1	$100K	Hold	517	–	–	0.06%	66
2024 Q4	$101K	Hold	517	–	–	0.06%	63
2024 Q3	$102K	Hold	517	–	–	0.07%	61
2024 Q2	$94.4K	Hold	517	–	–	0.06%	67
2024 Q1	$94.5K	Hold	517	–	–	0.07%	65
2023 Q4	$88.2K	Hold	517	–	–	0.07%	63
2023 Q3	$80.4K	Hold	517	–	–	0.07%	69
2023 Q2	$84K	Hold	517	–	–	0.07%	67
2023 Q1	$79.7K	Hold	517	–	–	0.07%	69
2022 Q4	$78.6K	Hold	517	–	–	0.07%	60
2022 Q3	$70K	Hold	517	–	–	0.08%	65
2022 Q2	$74K	Hold	517	–	–	0.09%	53
2022 Q1	$84K	Hold	517	–	–	0.1%	53
2021 Q4	$89K	Hold	517	–	–	0.09%	55
2021 Q3	$79K	Hold	517	–	–	0.08%	63
2021 Q2	$80K	Hold	517	–	–	0.07%	60
2021 Q1	$76K	Hold	517	–	–	0.07%	57
2020 Q4	$73K	Hold	517	–	–	0.08%	40
2020 Q3	$67K	Hold	517	–	–	0.1%	32
2020 Q2	$61K	Hold	517	–	–	0.09%	33
2020 Q1	$53K	Hold	517	–	–	0.08%	35
2019 Q4	$64K	Hold	517	–	–	0.09%	34
2019 Q3	$62K	Buy	517 +63	+14%	+$7.43K	0.1%	34
2019 Q2	$52K	Sell	454 -1,167	-72%	-$131K	0.04%	40
2019 Q1	$178K	Buy	1,621 +4	+0.2%	+$422	0.14%	21
2018 Q4	$158K	Buy	+1,617	New	+$169K	0.13%	23

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avondale Wealth Management's VIG Position: Q3 2025 in Review

Avondale Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 517 shares — an estimated $106K sold.

Avondale Wealth Management first reported a position in VIG in Q4 2018 and held it in 27 quarters. The position peaked at $178K in Q1 2019. 2,338 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Avondale Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 517 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $106K.
Avondale Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 27 quarters.
Avondale Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $178K in Q1 2019.
2,338 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.