Financial Gravity Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Gravity Asset 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
2025 Q1	$10.7K	Buy	+55	New	+$10.9K	﹤0.01%	585
2019 Q4	$12K	Hold	100	–	–	0.01%	1161
2019 Q3	$12K	Hold	100	–	–	0.01%	582
2019 Q2	$12K	Sell	100 -1,047	-91%	-$117K	0.01%	563
2019 Q1	$127K	Buy	+1,147	New	+$121K	0.1%	183
2018 Q3	$5K	Sell	47 -36	-43%	-$3.87K	0.01%	747
2018 Q2	$9K	Buy	+83	New	+$8.46K	0.01%	602

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

Financial Gravity Asset Management's VIG Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2025: 55 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in VIG as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in VIG in Q2 2018 and has held it in 7 quarters since. The position peaked at $127K in Q1 2019. 2,291 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Financial Gravity Asset Management held 55 shares of Vanguard Dividend Appreciation ETF worth $10.7K as of Q1 2025.
Vanguard Dividend Appreciation ETF was a new Financial Gravity Asset Management position in Q1 2025.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #585 holding.
Financial Gravity Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Vanguard Dividend Appreciation ETF position peaked at $127K in Q1 2019.
2,291 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.