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

Cedar 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	–	Sell	-889	Closed	-$176K	–	253
2024 Q3	$176K	Sell	889 -47	-5%	-$8.95K	0.05%	110
2024 Q2	$171K	Sell	936 -6	-0.6%	-$1.08K	0.06%	108
2024 Q1	$172K	Sell	942 -3	-0.3%	-$527	0.06%	119
2023 Q4	$161K	Buy	945 +793	+522%	+$128K	0.06%	116
2023 Q3	$23.6K	Buy	152 +20	+15%	+$3.24K	0.01%	192
2023 Q2	$21.4K	Sell	132 -64	-33%	-$10K	0.01%	205
2023 Q1	$30.2K	Sell	196 -1,368	-87%	-$210K	0.01%	185
2022 Q4	$237K	Sell	1,564 -646	-29%	-$96.3K	0.12%	86
2022 Q3	$299K	Buy	2,210 +68	+3%	+$10.1K	0.15%	83
2022 Q2	$307K	Sell	2,142 -9	-0.4%	-$1.37K	0.14%	86
2022 Q1	$349K	Buy	2,151 +11	+0.5%	+$1.77K	0.14%	92
2021 Q4	$368K	Hold	2,140	–	–	0.15%	97
2021 Q3	$329K	Hold	2,140	–	–	0.15%	89
2021 Q2	$331K	Buy	+2,140	New	+$328K	0.15%	86
2020 Q1	–	Sell	-93	Closed	-$12K	–	239
2019 Q4	$12K	Hold	93	–	–	0.01%	140
2019 Q3	$11K	Hold	93	–	–	0.01%	128
2019 Q2	$11K	Hold	93	–	–	0.01%	148
2019 Q1	$10K	Hold	93	–	–	0.01%	145
2018 Q4	$9K	Hold	93	–	–	0.01%	133
2018 Q3	$10K	Hold	93	–	–	0.01%	127
2018 Q2	$9K	Hold	93	–	–	0.01%	128
2018 Q1	$9K	Hold	93	–	–	0.01%	109
2017 Q4	$9K	Hold	93	–	–	0.01%	107
2017 Q3	$9K	Hold	93	–	–	0.01%	111
2017 Q2	$9K	Hold	93	–	–	0.01%	109
2017 Q1	$8K	Hold	93	–	–	﹤0.01%	109
2016 Q4	$8K	Hold	93	–	–	0.01%	108
2016 Q3	$8K	Hold	93	–	–	0.01%	95
2016 Q2	$8K	Buy	+93	New	+$7.6K	0.01%	99

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cedar Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 889 shares — an estimated $176K sold.

Cedar Wealth Management first reported a position in VIG in Q2 2016 and held it in 29 quarters. The position peaked at $368K in Q4 2021. 2,321 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Cedar Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 889 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $176K.
Cedar Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and held it in 29 quarters.
Cedar Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $368K in Q4 2021.
2,321 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.