Chokshi & Queen Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Chokshi & Queen Wealth Advisors’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 Q2	$414K	Hold	1,748	–	–	0.19%	42
2026 Q1	$376K	Buy	+1,748	New	+$390K	0.2%	41
2025 Q4	–	Sell	-1,832	Closed	-$395K	–	63
2025 Q3	$395K	Hold	1,832	–	–	0.21%	41
2025 Q2	$375K	Sell	1,832 -21	-1%	-$4.07K	0.21%	38
2025 Q1	$359K	Hold	1,853	–	–	0.22%	38
2024 Q4	$363K	Buy	+1,853	New	+$370K	0.23%	34

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's VIG Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,748 shares worth $414K. The position accounts for 0.19% of the portfolio, ranked #42.

Chokshi & Queen Wealth Advisors first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Chokshi & Queen Wealth Advisors held 1,748 shares of Vanguard Dividend Appreciation ETF worth $414K as of Q2 2026.
Chokshi & Queen Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.19% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Chokshi & Queen Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.