Capasso Planning Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capasso Planning Partners’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 Q4	–	Sell	-1,494	Closed	-$322K	–	85
2025 Q3	$322K	Sell	1,494 -43	-3%	-$9.03K	0.2%	56
2025 Q2	$315K	Sell	1,537 -1,820	-54%	-$353K	0.18%	64
2025 Q1	$651K	Sell	3,357 -196	-6%	-$39K	0.27%	58
2024 Q4	$696K	Sell	3,553 -151	-4%	-$30.1K	0.28%	55
2024 Q3	$734K	Sell	3,704 -579	-14%	-$110K	0.22%	76
2024 Q2	$782K	Buy	4,283 +3,066	+252%	+$552K	0.25%	66
2024 Q1	$222K	Sell	1,217 -469	-28%	-$82.4K	0.09%	103
2023 Q4	$287K	Sell	1,686 -5	-0.3%	-$805	0.13%	83
2023 Q3	$263K	Sell	1,691 -20	-1%	-$3.24K	0.14%	82
2023 Q2	$278K	Sell	1,711 -940	-35%	-$147K	0.15%	79
2023 Q1	$408K	Sell	2,651 -292	-10%	-$44.7K	0.24%	62
2022 Q4	$447K	Buy	2,943 +212	+8%	+$31.6K	0.28%	56
2022 Q3	$369K	Buy	2,731 +66	+2%	+$9.82K	0.26%	62
2022 Q2	$382K	Sell	2,665 -186	-7%	-$28.3K	0.27%	59
2022 Q1	$462K	Buy	2,851 +711	+33%	+$115K	0.33%	52
2021 Q4	$368K	Buy	+2,140	New	+$353K	0.27%	55

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Capasso Planning Partners's VIG Position: Q4 2025 in Review

Capasso Planning Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,494 shares — an estimated $322K sold.

Capasso Planning Partners first reported a position in VIG in Q4 2021 and held it in 16 quarters. The position peaked at $782K in Q2 2024. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Capasso Planning Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Capasso Planning Partners sold 1,494 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $322K.
Capasso Planning Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 16 quarters.
Capasso Planning Partners's Vanguard Dividend Appreciation ETF position peaked at $782K in Q2 2024.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Capasso Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.