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

Black Point 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
Q1 		– Sell
-3,877
Closed -$759K – 39
2024
Q4 		$759K Buy
3,877
+47
+1% +$9.38K 0.88% 15
2024
Q3 		$759K Buy
3,830
+8
+0.2% +$1.52K 0.88% 16
2024
Q2 		$698K Buy
+3,822
New +$688K 0.72% 15

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Black Point Wealth Management's VIG Position: Q1 2025 in Review

Black Point Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 3,877 shares — an estimated $759K sold.

Black Point Wealth Management first reported a position in VIG in Q2 2024 and held it in 3 quarters. The position peaked at $759K in Q4 2024. 2,290 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Black Point Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 3,877 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $759K.
  • Black Point Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $759K in Q4 2024.
  • 2,290 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.