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Bernardo Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bernardo Wealth Planning’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
Q1 		$329K Buy
1,531
+2
+0.1% +$446 0.06% 93
2025
Q4 		$336K Buy
1,529
+3
+0.2% +$655 0.06% 97
2025
Q3 		$329K Sell
1,526
-428
-22% -$89.9K 0.06% 96
2025
Q2 		$400K Buy
1,954
+412
+27% +$79.9K 0.09% 78
2025
Q1 		$299K Buy
1,542
+2
+0.1% +$398 0.07% 90
2024
Q4 		$297K Buy
1,540
+1
+0.1% +$200 0.07% 89
2024
Q3 		$309K Buy
1,539
+4
+0.3% +$762 0.07% 88
2024
Q2 		$280K Buy
1,535
+353
+30% +$63.5K 0.08% 82
2024
Q1 		$216K Buy
1,182
+2
+0.2% +$351 0.06% 96
2023
Q4 		$201K Buy
+1,180
New +$190K 0.06% 85

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return