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

CarsonAllaria 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
2025 Q3	–	Sell	-106	Closed	-$21.8K	–	323
2025 Q2	$21.8K	Hold	106	–	–	0.01%	190
2025 Q1	$20.7K	Buy	106 +1	+1%	+$199	0.01%	192
2024 Q4	$20.7K	Hold	105	–	–	0.01%	196
2024 Q3	$20.8K	Buy	105 +1	+1%	+$190	0.01%	201
2024 Q2	$19.1K	Hold	104	–	–	0.01%	196
2024 Q1	$19.1K	Hold	104	–	–	0.01%	193
2023 Q4	$17.7K	Buy	104 +1	+1%	+$161	0.01%	180
2023 Q3	$16K	Buy	103 +1	+1%	+$162	0.01%	180
2023 Q2	$16.7K	Hold	102	–	–	0.01%	184
2023 Q1	$15.8K	Hold	102	–	–	0.01%	182
2022 Q4	$15K	Buy	102 +1	+1%	+$149	0.01%	173
2022 Q3	$14K	Buy	101 +1	+1%	+$149	0.01%	169
2022 Q2	$14K	Hold	100	–	–	0.01%	169
2022 Q1	$16K	Hold	100	–	–	0.01%	169
2021 Q4	$17K	Buy	+100	New	+$16.5K	0.02%	183

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

CarsonAllaria Wealth Management's VIG Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 106 shares — an estimated $21.8K sold.

CarsonAllaria Wealth Management first reported a position in VIG in Q4 2021 and held it in 15 quarters. The position peaked at $21.8K in Q2 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 106 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $21.8K.
CarsonAllaria Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $21.8K in Q2 2025.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.