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

Campbell 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
2024 Q4	$358K	Buy	1,830 +430	+31%	+$85.9K	0.03%	60
2024 Q3	$277K	Buy	+1,400	New	+$267K	0.02%	57
2023 Q1	–	Sell	-1,442	Closed	-$219K	–	80
2022 Q4	$219K	Sell	1,442 -166	-10%	-$24.7K	0.03%	66
2022 Q3	$217K	Buy	+1,608	New	+$239K	0.03%	69
2022 Q2	–	Sell	-1,460	Closed	-$237K	–	76
2022 Q1	$237K	Buy	1,460 +18	+1%	+$2.9K	0.03%	68
2021 Q4	$248K	Hold	1,442	–	–	0.03%	68
2021 Q3	$221K	Hold	1,442	–	–	0.03%	68
2021 Q2	$223K	Hold	1,442	–	–	0.03%	62
2021 Q1	$212K	Sell	1,442 -524	-27%	-$74.5K	0.03%	65
2020 Q4	$278K	Buy	1,966 +165	+9%	+$22.4K	0.04%	43
2020 Q3	$232K	Sell	1,801 -132	-7%	-$16.6K	0.04%	49
2020 Q2	$227K	Buy	+1,933	New	+$220K	0.04%	46

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

Campbell Wealth Management's VIG Position: Q4 2024 in Review

Campbell Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 31% in Q4 2024, buying an estimated $85.9K and bringing the position to 1,830 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #60.

Campbell Wealth Management first reported a position in VIG in Q2 2020 and has held it in 12 quarters since. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Campbell Wealth Management held 1,830 shares of Vanguard Dividend Appreciation ETF worth $358K as of Q4 2024.
Campbell Wealth Management bought 430 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $85.9K.
Vanguard Dividend Appreciation ETF made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #60 holding.
Campbell Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 12 quarters since.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.