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

Dopkins 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
2026 Q2	$410K	Buy	1,732 +224	+15%	+$51.4K	0.15%	61
2026 Q1	$324K	Buy	+1,508	New	+$336K	0.13%	69
2023 Q1	–	Sell	-6,098	Closed	-$926K	–	44
2022 Q4	$926K	Buy	6,098 +39	+0.6%	+$5.81K	0.82%	19
2022 Q3	$819K	Hold	6,059	–	–	0.92%	14
2022 Q2	$869K	Sell	6,059 -434	-7%	-$66.1K	0.94%	13
2022 Q1	$1.05M	Buy	6,493 +2	+0%	+$323	1.14%	11
2021 Q4	$1.11M	Buy	+6,491	New	+$1.07M	1.1%	11

Other funds holding VIG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return