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

Flaharty 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 Q2	–	Sell	-198	Closed	-$38.4K	–	475
2025 Q1	$38.4K	Buy	+198	New	+$39.4K	0.01%	240
2024 Q4	–	Sell	-190	Closed	-$37.6K	–	424
2024 Q3	$37.6K	Buy	+190	New	+$36.2K	0.01%	230
2023 Q4	–	Sell	-290	Closed	-$45.1K	–	441
2023 Q3	$45.1K	Buy	+290	New	+$47K	0.01%	203

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Flaharty Asset Management's VIG Position: Q2 2025 in Review

Flaharty Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 198 shares — an estimated $38.4K sold.

Flaharty Asset Management first reported a position in VIG in Q3 2023 and held it in 3 quarters. The position peaked at $45.1K in Q3 2023. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Flaharty Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 198 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $38.4K.
Flaharty Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 3 quarters.
Flaharty Asset Management's Vanguard Dividend Appreciation ETF position peaked at $45.1K in Q3 2023.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.