Birchbrook’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Birchbrook’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
2024 Q4	–	Sell	-30	Closed	-$5.94K	–	304
2024 Q3	$5.94K	Hold	30	–	–	﹤0.01%	205
2024 Q2	$5.48K	Hold	30	–	–	﹤0.01%	211
2024 Q1	$5.48K	Sell	30 -91	-75%	-$16K	﹤0.01%	215
2023 Q4	$20.6K	Buy	+121	New	+$19.5K	0.01%	165

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Birchbrook's VIG Position: Q4 2024 in Review

Birchbrook sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 30 shares — an estimated $5.94K sold.

Birchbrook first reported a position in VIG in Q4 2023 and held it in 4 quarters. The position peaked at $20.6K in Q4 2023. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Birchbrook reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Birchbrook sold 30 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $5.94K.
Birchbrook first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 4 quarters.
Birchbrook's Vanguard Dividend Appreciation ETF position peaked at $20.6K in Q4 2023.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Birchbrook's 13F filing for Q4 2024, filed 10 Jun 2025.