Denver PWM’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Denver PWM’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	-266	Closed	-$52.1K	–	218
2024 Q4	$52.1K	Hold	266	–	–	0.02%	108
2024 Q3	$52.7K	Hold	266	–	–	0.02%	115
2024 Q2	$48.6K	Buy	+266	New	+$47.9K	0.02%	135
2024 Q1	–	Sell	-1,864	Closed	-$315K	–	105
2023 Q4	$315K	Hold	1,864	–	–	0.15%	63
2023 Q3	$288K	Sell	1,864 -137	-7%	-$22.2K	0.12%	78
2023 Q2	$323K	Hold	2,001	–	–	0.13%	75
2023 Q1	$312K	Hold	2,001	–	–	0.14%	76
2022 Q4	$304K	Hold	2,001	–	–	0.14%	79
2022 Q3	$277K	Buy	2,001 +137	+7%	+$20.4K	0.15%	75
2022 Q2	$268K	Hold	1,864	–	–	0.13%	76
2022 Q1	$303K	Hold	1,864	–	–	0.12%	81
2021 Q4	$318K	Hold	1,864	–	–	0.12%	83
2021 Q3	$286K	Hold	1,864	–	–	0.12%	78
2021 Q2	$289K	Buy	1,864 +1	+0.1%	+$153	0.12%	76
2021 Q1	$240K	Hold	1,863	–	–	0.14%	66
2020 Q4	$259K	Hold	1,863	–	–	0.13%	72
2020 Q3	$240K	Buy	+1,863	New	+$234K	0.14%	67
2019 Q4	–	Sell	-156	Closed	-$18.6K	–	207
2019 Q3	$18.6K	Buy	+156	New	+$18.4K	0.01%	167

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

Denver PWM's VIG Position: Q1 2025 in Review

Denver PWM sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 266 shares — an estimated $52.1K sold.

Denver PWM first reported a position in VIG in Q3 2019 and held it in 18 quarters. The position peaked at $323K in Q2 2023. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Denver PWM reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 266 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $52.1K.
Denver PWM first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and held it in 18 quarters.
Denver PWM's Vanguard Dividend Appreciation ETF position peaked at $323K in Q2 2023.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.