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

Financial Network 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
2026 Q1	$751K	Sell	3,496 -12	-0.3%	-$2.67K	0.24%	53
2025 Q4	$770K	Buy	3,508 +8	+0.2%	+$1.75K	0.24%	52
2025 Q3	$760K	Buy	+3,500	New	+$735K	0.23%	52
2025 Q1	$677K	Buy	3,490 +8	+0.2%	+$1.59K	0.24%	59
2024 Q4	$681K	Buy	3,482 +6	+0.2%	+$1.2K	0.24%	58
2024 Q3	$691K	Sell	3,476 -25	-0.7%	-$4.76K	0.25%	57
2024 Q2	$642K	Buy	+3,501	New	+$630K	0.24%	58
2024 Q1	–	Sell	-3,487	Closed	-$594K	–	100
2023 Q4	$594K	Sell	3,487 -75	-2%	-$12.1K	0.26%	55
2023 Q3	$554K	Buy	3,562 +154	+5%	+$25K	0.27%	53
2023 Q2	$566K	Sell	3,408 -585	-15%	-$91.6K	0.26%	55
2023 Q1	$615K	Hold	3,993	–	–	0.3%	54
2022 Q4	$606K	Buy	3,993 +948	+31%	+$141K	0.33%	51
2022 Q3	$412K	Hold	3,045	–	–	0.26%	52
2022 Q2	$437K	Sell	3,045 -400	-12%	-$60.9K	0.26%	48
2022 Q1	$559K	Hold	3,445	–	–	0.29%	43
2021 Q4	$592K	Buy	3,445 +235	+7%	+$38.7K	0.3%	39
2021 Q3	$493K	Hold	3,210	–	–	0.28%	44
2021 Q2	$497K	Hold	3,210	–	–	0.29%	42
2021 Q1	$472K	Buy	3,210 +350	+12%	+$49.8K	0.31%	41
2020 Q4	$404K	Buy	+2,860	New	+$388K	0.32%	46

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Financial Network Wealth Management's VIG Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.34% in Q1 2026, selling an estimated $2.67K and leaving 3,496 shares worth $751K. The position accounts for 0.24% of the portfolio, ranked #53.

Financial Network Wealth Management first reported a position in VIG in Q4 2020 and has held it in 20 quarters since. The position peaked at $770K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Financial Network Wealth Management held 3,496 shares of Vanguard Dividend Appreciation ETF worth $751K as of Q1 2026.
Financial Network Wealth Management sold 12 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.67K.
Vanguard Dividend Appreciation ETF made up 0.24% of Financial Network Wealth Management's portfolio in Q1 2026, its #53 holding.
Financial Network Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 20 quarters since.
Financial Network Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $770K in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.