Forte Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Forte Capital’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	-1,331	Closed	-$264K	–	241
2024 Q3	$264K	Sell	1,331 -394	-23%	-$75K	0.03%	215
2024 Q2	$315K	Sell	1,725 -452	-21%	-$81.4K	0.04%	191
2024 Q1	$398K	Sell	2,177 -54	-2%	-$9.49K	0.05%	174
2023 Q4	$380K	Buy	+2,231	New	+$359K	0.05%	167

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

Forte Capital's VIG Position: Q4 2024 in Review

Forte Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,331 shares — an estimated $264K sold.

Forte Capital first reported a position in VIG in Q4 2023 and held it in 4 quarters. The position peaked at $398K in Q1 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Forte Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Forte Capital sold 1,331 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $264K.
Forte Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 4 quarters.
Forte Capital's Vanguard Dividend Appreciation ETF position peaked at $398K in Q1 2024.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Forte Capital's 13F filing for Q4 2024, filed 3 Feb 2025.