ERTS Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ERTS 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
2025 Q2	–	Sell	-3,068	Closed	-$595K	–	80
2025 Q1	$595K	Hold	3,068	–	–	0.12%	41
2024 Q4	$601K	Buy	3,068 +1,195	+64%	+$239K	0.11%	44
2024 Q3	$371K	Buy	+1,873	New	+$357K	0.07%	63
2019 Q1	–	Sell	-2,236	Closed	-$219K	–	293
2018 Q4	$219K	Buy	+2,236	New	+$233K	0.16%	70

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

ERTS Wealth Advisors's VIG Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 3,068 shares — an estimated $595K sold.

ERTS Wealth Advisors first reported a position in VIG in Q4 2018 and held it in 4 quarters. The position peaked at $601K in Q4 2024. 2,300 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

ERTS Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
ERTS Wealth Advisors sold 3,068 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $595K.
ERTS Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 4 quarters.
ERTS Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $601K in Q4 2024.
2,300 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.