Elevation Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Elevation Wealth Partners’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 Q4	–	Sell	-695	Closed	-$150K	–	1029
2025 Q3	$150K	Sell	695 -10	-1%	-$2.1K	0.05%	137
2025 Q2	$144K	Hold	705	–	–	0.06%	139
2025 Q1	$137K	Sell	705 -698	-50%	-$139K	0.06%	137
2024 Q4	$275K	Buy	1,403 +12	+0.9%	+$2.4K	0.12%	94
2024 Q3	$276K	Buy	1,391 +7	+0.5%	+$1.33K	0.12%	93
2024 Q2	$253K	Hold	1,384	–	–	0.12%	95
2024 Q1	$253K	Buy	1,384 +20	+1%	+$3.51K	0.13%	98
2023 Q4	$212K	Hold	1,364	–	–	0.13%	98
2023 Q3	$212K	Buy	1,364 +6	+0.4%	+$973	0.18%	55
2023 Q2	$221K	Hold	1,358	–	–	0.19%	55
2023 Q1	$209K	Buy	+1,358	New	+$208K	0.19%	59

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elevation Wealth Partners's VIG Position: Q4 2025 in Review

Elevation Wealth Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 695 shares — an estimated $150K sold.

Elevation Wealth Partners first reported a position in VIG in Q1 2023 and held it in 11 quarters. The position peaked at $276K in Q3 2024. 2,517 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Elevation Wealth Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Elevation Wealth Partners sold 695 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $150K.
Elevation Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 11 quarters.
Elevation Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $276K in Q3 2024.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.