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

Executive 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	–	Sell	-1,217	Closed	-$241K	–	278
2024 Q3	$241K	Buy	+1,217	New	+$232K	0.02%	240
2024 Q2	–	Sell	-1,582	Closed	-$287K	–	241
2024 Q1	$287K	Buy	1,582 +213	+16%	+$37.4K	0.03%	200
2023 Q4	$233K	Buy	+1,369	New	+$220K	0.02%	197
2023 Q1	–	Sell	-1,432	Closed	-$218K	–	206
2022 Q4	$218K	Buy	+1,432	New	+$213K	0.03%	181
2022 Q1	–	Sell	-1,210	Closed	-$207K	–	210
2021 Q4	$207K	Buy	+1,210	New	+$199K	0.02%	190
2019 Q4	–	Sell	-2,200	Closed	-$263K	–	167
2019 Q3	$263K	Sell	2,200 -42	-2%	-$4.95K	0.04%	115
2019 Q2	$258K	Buy	2,242 +192	+9%	+$21.5K	0.04%	142
2019 Q1	$225K	Sell	2,050 -30	-1%	-$3.16K	0.04%	138
2018 Q4	$204K	Buy	+2,080	New	+$217K	0.04%	145

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Executive Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,217 shares — an estimated $241K sold.

Executive Wealth Management first reported a position in VIG in Q4 2018 and held it in 9 quarters. The position peaked at $287K in Q1 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Executive Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Executive Wealth Management sold 1,217 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $241K.
Executive Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 9 quarters.
Executive Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $287K in Q1 2024.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

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