Boston Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Boston Financial 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
2024 Q4	$9.16M	Buy	46,801 +258	+0.6%	+$51.5K	0.28%	75
2024 Q3	$9.22M	Buy	46,543 +244	+0.5%	+$46.5K	0.27%	73
2024 Q2	$8.45M	Buy	46,299 +1,089	+2%	+$196K	0.27%	77
2024 Q1	$8.26M	Sell	45,210 -99	-0.2%	-$17.4K	0.26%	76
2023 Q4	$7.72M	Sell	45,309 -114	-0.3%	-$18.3K	0.26%	76
2023 Q3	$7.06M	Sell	45,423 -1,566	-3%	-$254K	0.26%	78
2023 Q2	$7.63M	Sell	46,989 -967	-2%	-$151K	0.28%	78
2023 Q1	$7.39M	Sell	47,956 -1,076	-2%	-$165K	0.29%	76
2022 Q4	$7.45M	Buy	49,032 +870	+2%	+$130K	0.3%	74
2022 Q3	$6.51M	Buy	48,162 +1,045	+2%	+$156K	0.28%	75
2022 Q2	$6.76M	Buy	47,117 +3,862	+9%	+$588K	0.29%	72
2022 Q1	$7.01M	Buy	43,255 +19,346	+81%	+$3.12M	0.27%	72
2021 Q4	$4.11M	Sell	23,909 -763	-3%	-$126K	0.15%	84
2021 Q3	$3.79M	Sell	24,672 -881	-3%	-$140K	0.15%	81
2021 Q2	$3.96M	Sell	25,553 -390	-2%	-$59.9K	0.16%	81
2021 Q1	$3.82M	Sell	25,943 -1,018	-4%	-$145K	0.17%	79
2020 Q4	$3.81M	Sell	26,961 -3,599	-12%	-$488K	0.17%	80
2020 Q3	$3.93M	Sell	30,560 -1,894	-6%	-$238K	0.19%	79
2020 Q2	$3.8M	Sell	32,454 -250	-0.8%	-$28.5K	0.2%	78
2020 Q1	$3.38M	Sell	32,704 -132	-0.4%	-$15.8K	0.22%	77
2019 Q4	$4.09M	Buy	32,836 +4,590	+16%	+$555K	0.22%	86
2019 Q3	$3.38M	Sell	28,246 -2,915	-9%	-$344K	0.19%	96
2019 Q2	$3.59M	Sell	31,161 -2,795	-8%	-$314K	0.21%	95
2019 Q1	$3.72M	Sell	33,956 -4,810	-12%	-$507K	0.23%	95
2018 Q4	$3.8M	Sell	38,766 -3,113	-7%	-$325K	0.26%	92
2018 Q3	$4.64M	Sell	41,879 -4,315	-9%	-$464K	0.27%	96
2018 Q2	$4.69M	Sell	46,194 -4,460	-9%	-$455K	0.32%	92
2018 Q1	$5.12M	Sell	50,654 -4,656	-8%	-$483K	0.35%	93
2017 Q4	$5.64M	Sell	55,310 -3,121	-5%	-$307K	0.38%	87
2017 Q3	$5.54M	Sell	58,431 -3,624	-6%	-$338K	0.39%	88
2017 Q2	$5.75M	Buy	62,055 +1,334	+2%	+$122K	0.41%	86
2017 Q1	$5.46M	Sell	60,721 -5,572	-8%	-$494K	0.41%	88
2016 Q4	$5.65M	Sell	66,293 -1,892	-3%	-$159K	0.45%	83
2016 Q3	$5.72M	Sell	68,185 -7,339	-10%	-$622K	0.47%	84
2016 Q2	$6.29M	Buy	75,524 +8,691	+13%	+$710K	0.51%	75
2016 Q1	$5.43M	Sell	66,833 -6,322	-9%	-$485K	0.82%	43
2015 Q4	$5.69M	Sell	73,155 -2,867	-4%	-$224K	0.82%	39
2015 Q3	$5.61M	Sell	76,022 -3,298	-4%	-$255K	0.79%	40
2015 Q2	$6.23M	Sell	79,320 -8,596	-10%	-$697K	0.8%	39
2015 Q1	$7.08M	Buy	87,916 +919	+1%	+$74.5K	0.89%	37
2014 Q4	$7.06M	Buy	86,997 +3,834	+5%	+$303K	0.89%	37
2014 Q3	$6.4M	Buy	83,163 +3,794	+5%	+$294K	0.84%	38
2014 Q2	$6.19M	Buy	79,369 +11,366	+17%	+$869K	0.82%	41
2014 Q1	$5.12M	Buy	68,003 +2,798	+4%	+$207K	0.68%	48
2013 Q4	$4.91M	Buy	65,205 +11,767	+22%	+$856K	0.67%	49
2013 Q3	$3.72M	Buy	53,438 +13,923	+35%	+$963K	0.56%	56
2013 Q2	$2.62M	Buy	+39,515	New	+$2.65M	0.4%	74

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $17.8B AUM 24.16% 1-Year Est. Return

Boston Financial Management's VIG Position: Q4 2024 in Review

Boston Financial Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.55% in Q4 2024, buying an estimated $51.5K and bringing the position to 46,801 shares worth $9.16M. The position accounts for 0.28% of the portfolio, ranked #75.

Boston Financial Management first reported a position in VIG in Q2 2013 and has held it in 47 quarters since. The position peaked at $9.22M in Q3 2024. 2,317 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Boston Financial Management held 46,801 shares of Vanguard Dividend Appreciation ETF worth $9.16M as of Q4 2024.
Boston Financial Management bought 258 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $51.5K.
Vanguard Dividend Appreciation ETF made up 0.28% of Boston Financial Management's portfolio in Q4 2024, its #75 holding.
Boston Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 47 quarters since.
Boston Financial Management's Vanguard Dividend Appreciation ETF position peaked at $9.22M in Q3 2024.
2,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.