BWL
VIG icon

Bogart Wealth LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bogart Wealth LLC’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 		$377K Sell
1,592
-1,117
-41% -$256K 0.01% 210
2026
Q1 		$583K Buy
2,709
+1,198
+79% +$267K 0.02% 158
2025
Q4 		$332K Sell
1,511
-62
-4% -$13.5K 0.01% 195
2025
Q3 		$340K Buy
1,573
+600
+62% +$126K 0.01% 192
2025
Q2 		$199K Sell
973
-1,173
-55% -$227K 0.01% 237
2025
Q1 		$416K Buy
2,146
+1,170
+120% +$233K 0.02% 167
2024
Q4 		$191K Buy
976
+133
+16% +$26.6K 0.01% 224
2024
Q3 		$167K Buy
843
+4
+0.5% +$762 0.01% 230
2024
Q2 		$153K Sell
839
-13
-2% -$2.34K 0.01% 234
2024
Q1 		$156K Sell
852
-6,436
-88% -$1.13M 0.01% 219
2023
Q4 		$1.24M Buy
7,288
+6,407
+727% +$1.03M 0.07% 115
2023
Q3 		$137K Buy
881
+155
+21% +$25.1K 0.01% 216
2023
Q2 		$118K Buy
726
+119
+20% +$18.6K 0.01% 230
2023
Q1 		$93.5K Sell
607
-10,608
-95% -$1.63M 0.01% 238
2022
Q4 		$1.7M Buy
11,215
+11,049
+6,656% +$1.65M 0.12% 109
2022
Q3 		$22K Sell
166
-7
-4% -$1.04K ﹤0.01% 419
2022
Q2 		$25K Sell
173
-25
-13% -$3.81K ﹤0.01% 388
2022
Q1 		$32K Sell
198
-101
-34% -$16.3K ﹤0.01% 323
2021
Q4 		$51K Sell
299
-39
-12% -$6.43K ﹤0.01% 261
2021
Q3 		$52K Sell
338
-6
-2% -$956 0.01% 245
2021
Q2 		$53K Sell
344
-405
-54% -$62.2K 0.01% 233
2021
Q1 		$110K Sell
749
-154,803
-100% -$22M 0.02% 164
2020
Q4 		$22M Buy
155,552
+263
+0.2% +$35.6K 4.08% 7
2020
Q3 		$20M Sell
155,289
-3,565
-2% -$449K 4.43% 7
2020
Q2 		$18.6M Buy
158,854
+871
+0.6% +$99.1K 4.37% 7
2020
Q1 		$16.3M Buy
157,983
+157,923
+263,205% +$18.8M 4.45% 7
2019
Q4 		$7K Buy
+60
New +$7.26K ﹤0.01% 313

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
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bogart Wealth LLC's VIG Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 41% in Q2 2026, selling an estimated $256K and leaving 1,592 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #210.

Bogart Wealth LLC first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $22M in Q4 2020. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Bogart Wealth LLC held 1,592 shares of Vanguard Dividend Appreciation ETF worth $377K as of Q2 2026.
  • Bogart Wealth LLC sold 1,117 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $256K.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #210 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • Bogart Wealth LLC's Vanguard Dividend Appreciation ETF position peaked at $22M in Q4 2020.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.