Catalyst Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Catalyst Private Wealth’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 Q3	$446K	Buy	1,914 +1	+0.1%	+$240	0.19%	58
2026 Q2	$453K	Buy	1,913 +1	+0.1%	+$230	0.22%	54
2026 Q1	$411K	Hold	1,912	–	–	0.22%	51
2025 Q4	$420K	Sell	1,912 -4	-0.2%	-$874	0.18%	59
2025 Q3	$413K	Buy	1,916 +1	+0.1%	+$210	0.18%	57
2025 Q2	$392K	Buy	1,915 +20	+1%	+$3.88K	0.17%	60
2025 Q1	$368K	Buy	1,895 +446	+31%	+$88.7K	0.18%	57
2024 Q4	$284K	Buy	+1,449	New	+$289K	0.13%	71
2020 Q4	–	Sell	-284	Closed	-$37K	–	278
2020 Q3	$37K	Buy	+284	New	+$35.7K	0.04%	133

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Catalyst Private Wealth's VIG Position: Q3 2026 in Review

Catalyst Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q3 2026, buying an estimated $240 and bringing the position to 1,914 shares worth $446K. The position accounts for 0.19% of the portfolio, ranked #58.

Catalyst Private Wealth first reported a position in VIG in Q3 2020 and has held it in 9 quarters since. The position peaked at $453K in Q2 2026. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Catalyst Private Wealth held 1,914 shares of Vanguard Dividend Appreciation ETF worth $446K as of Q3 2026.
Catalyst Private Wealth bought 1 Vanguard Dividend Appreciation ETF share in Q3 2026, an estimated $240.
Vanguard Dividend Appreciation ETF made up 0.19% of Catalyst Private Wealth's portfolio in Q3 2026, its #58 holding.
Catalyst Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 9 quarters since.
Catalyst Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $453K in Q2 2026.
1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.