Financial Freedom LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Freedom LLC’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 Q1	–	Sell	-159	Closed	-$35K	–	436
2025 Q4	$35K	Buy	159 +1	+0.6%	+$218	0.02%	187
2025 Q3	$34.1K	Buy	+158	New	+$33.2K	0.02%	192
2023 Q4	–	Sell	-93	Closed	-$14.5K	–	374
2023 Q3	$14.5K	Hold	93	–	–	0.01%	248
2023 Q2	$15.2K	Hold	93	–	–	0.01%	240
2023 Q1	$14.4K	Sell	93 -89	-49%	-$13.6K	0.01%	234
2022 Q4	$27.7K	Buy	+182	New	+$27.1K	0.02%	184

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 Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Freedom LLC's VIG Position: Q1 2026 in Review

Financial Freedom LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 159 shares — an estimated $35K sold.

Financial Freedom LLC first reported a position in VIG in Q4 2022 and held it in 6 quarters. The position peaked at $35K in Q4 2025. 2,536 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Financial Freedom LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Financial Freedom LLC sold 159 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $35K.
Financial Freedom LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 6 quarters.
Financial Freedom LLC's Vanguard Dividend Appreciation ETF position peaked at $35K in Q4 2025.
2,536 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.