Bouchey Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bouchey Financial Group’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	$339K	Hold	1,519	–	–	0.02%	120
2025 Q4	$334K	Buy	1,519 +1	+0.1%	+$218	0.03%	112
2025 Q3	$328K	Hold	1,518	–	–	0.03%	111
2025 Q2	$311K	Sell	1,518 -4	-0.3%	-$775	0.03%	103
2025 Q1	$295K	Sell	1,522 -42	-3%	-$8.35K	0.03%	103
2024 Q4	$306K	Sell	1,564 -100	-6%	-$20K	0.03%	101
2024 Q3	$330K	Buy	1,664 +100	+6%	+$19K	0.03%	112
2024 Q2	$286K	Hold	1,564	–	–	0.03%	110
2024 Q1	$286K	Hold	1,564	–	–	0.03%	111
2023 Q4	$267K	Sell	1,564 -3	-0.2%	-$483	0.03%	109
2023 Q3	$244K	Buy	+1,567	New	+$254K	0.03%	104
2021 Q3	–	Sell	-2,175	Closed	-$337K	–	89
2021 Q2	$337K	Sell	2,175 -136,997	-98%	-$21M	0.05%	56
2021 Q1	$20.5M	Buy	139,172 +3,175	+2%	+$452K	3.3%	11
2020 Q4	$19.2M	Buy	135,997 +3,609	+3%	+$489K	3.29%	11
2020 Q3	$17M	Buy	132,388 +3,548	+3%	+$446K	3.3%	11
2020 Q2	$15.1M	Buy	+128,840	New	+$14.7M	3.18%	12
2014 Q3	–	Sell	-4,113	Closed	-$321K	–	68
2014 Q2	$321K	Buy	4,113 +810	+25%	+$62K	0.17%	54
2014 Q1	$248K	Sell	3,303 -912	-22%	-$67.3K	0.15%	54
2013 Q4	$312K	Buy	+4,215	New	+$307K	0.22%	50

Other funds holding VIG

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bouchey Financial Group's VIG Position: Q1 2026 in Review

Bouchey Financial Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,519 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #120.

Bouchey Financial Group first reported a position in VIG in Q4 2013 and has held it in 19 quarters since. The position peaked at $20.5M in Q1 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Bouchey Financial Group held 1,519 shares of Vanguard Dividend Appreciation ETF worth $339K as of Q1 2026.
Bouchey Financial Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Bouchey Financial Group's portfolio in Q1 2026, its #120 holding.
Bouchey Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 19 quarters since.
Bouchey Financial Group's Vanguard Dividend Appreciation ETF position peaked at $20.5M in Q1 2021.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.