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

Beaird Harris 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
2026 Q2	$23.4K	Sell	99 -110	-53%	-$25.3K	﹤0.01%	325
2026 Q1	$44.9K	Sell	209 -79	-27%	-$17.6K	﹤0.01%	251
2025 Q4	$63.3K	Hold	288	–	–	﹤0.01%	231
2025 Q3	$62.1K	Hold	288	–	–	﹤0.01%	225
2025 Q2	$58.9K	Buy	288 +79	+38%	+$15.3K	﹤0.01%	234
2025 Q1	$40.5K	Hold	209	–	–	﹤0.01%	241
2024 Q4	$40.9K	Hold	209	–	–	﹤0.01%	243
2024 Q3	$41.4K	Hold	209	–	–	﹤0.01%	240
2024 Q2	$38.2K	Hold	209	–	–	﹤0.01%	244
2024 Q1	$38.2K	Hold	209	–	–	﹤0.01%	221
2023 Q4	$35.6K	Hold	209	–	–	﹤0.01%	208
2023 Q3	$32.5K	Hold	209	–	–	﹤0.01%	197
2023 Q2	$33.9K	Hold	209	–	–	﹤0.01%	193
2023 Q1	$32.2K	Sell	209 -7	-3%	-$1.07K	0.01%	197
2022 Q4	$32.8K	Hold	216	–	–	0.01%	211
2022 Q3	$29K	Buy	216 +7	+3%	+$1.04K	0.01%	202
2022 Q2	$30K	Hold	209	–	–	0.01%	176
2022 Q1	$34K	Buy	+209	New	+$33.7K	0.01%	213

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Beaird Harris Wealth Management's VIG Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 53% in Q2 2026, selling an estimated $25.3K and leaving 99 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Beaird Harris Wealth Management first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $63.3K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Beaird Harris Wealth Management held 99 shares of Vanguard Dividend Appreciation ETF worth $23.4K as of Q2 2026.
Beaird Harris Wealth Management sold 110 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $25.3K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #325 holding.
Beaird Harris Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
Beaird Harris Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $63.3K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.