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

Dechtman 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	$774K	Buy	3,953 +215	+6%	+$42.9K	0.15%	24
2024 Q3	$740K	Buy	3,738 +16	+0.4%	+$3.05K	0.15%	29
2024 Q2	$679K	Sell	3,722 -376	-9%	-$67.7K	0.15%	27
2024 Q1	$748K	Sell	4,098 -52	-1%	-$9.13K	0.17%	28
2023 Q4	$707K	Buy	4,150 +26	+0.6%	+$4.18K	0.19%	24
2023 Q3	$641K	Buy	4,124 +5	+0.1%	+$811	0.19%	22
2023 Q2	$669K	Buy	+4,119	New	+$645K	0.2%	22

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

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

Dechtman Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.8% in Q4 2024, buying an estimated $42.9K and bringing the position to 3,953 shares worth $774K. The position accounts for 0.15% of the portfolio, ranked #24.

Dechtman Wealth Management first reported a position in VIG in Q2 2023 and has held it in 7 quarters since. 2,321 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Dechtman Wealth Management held 3,953 shares of Vanguard Dividend Appreciation ETF worth $774K as of Q4 2024.
Dechtman Wealth Management bought 215 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $42.9K.
Vanguard Dividend Appreciation ETF made up 0.15% of Dechtman Wealth Management's portfolio in Q4 2024, its #24 holding.
Dechtman Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 7 quarters since.
2,321 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.