Castleview Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Castleview 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 Q1	–	Sell	-346	Closed	-$67.4K	–	560
2024 Q4	$67.4K	Buy	346 +2	+0.6%	+$399	0.04%	297
2024 Q3	$68.1K	Buy	344 +2	+0.6%	+$381	0.04%	284
2024 Q2	$62.4K	Buy	+342	New	+$61.6K	0.04%	308
2023 Q2	–	Sell	-232	Closed	-$35.7K	–	736
2023 Q1	$35.7K	Hold	232	–	–	0.03%	290
2022 Q4	$35.2K	Hold	232	–	–	0.03%	261
2022 Q3	$31K	Buy	232 +172	+287%	+$25.6K	0.03%	296
2022 Q2	$4.61K	Sell	60 -172	-74%	-$26.2K	﹤0.01%	553
2022 Q1	$37K	Sell	232 -39,614	-99%	-$6.39M	0.02%	383
2021 Q4	$232	Buy	+39,846	New	+$6.57M	﹤0.01%	650
2021 Q2	$36K	Buy	+232	New	+$35.6K	0.02%	471

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Castleview Partners's VIG Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 346 shares — an estimated $67.4K sold.

Castleview Partners first reported a position in VIG in Q2 2021 and held it in 10 quarters. The position peaked at $68.1K in Q3 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Castleview Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 346 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $67.4K.
Castleview Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and held it in 10 quarters.
Castleview Partners's Vanguard Dividend Appreciation ETF position peaked at $68.1K in Q3 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.