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

ForthRight 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 Q2	$604K	Buy	2,555 +2	+0.1%	+$459	0.15%	44
2026 Q1	$549K	Buy	2,553 +1	+0%	+$223	0.16%	44
2025 Q4	$561K	Buy	2,552 +2	+0.1%	+$437	0.16%	44
2025 Q3	$550K	Buy	2,550 +285	+13%	+$59.8K	0.16%	45
2025 Q2	$464K	Hold	2,265	–	–	0.14%	45
2025 Q1	$439K	Hold	2,265	–	–	0.15%	42
2024 Q4	$444K	Sell	2,265 -12	-0.5%	-$2.4K	0.15%	43
2024 Q3	$451K	Buy	2,277 +1,000	+78%	+$190K	0.15%	41
2024 Q2	$233K	Sell	1,277 -121	-9%	-$21.8K	0.08%	58
2024 Q1	$255K	Buy	+1,398	New	+$246K	0.09%	55
2023 Q2	–	Sell	-1,433	Closed	-$221K	–	59
2023 Q1	$221K	Buy	+1,433	New	+$220K	0.1%	51
2022 Q1	–	Sell	-1,308	Closed	-$225K	–	49
2021 Q4	$225K	Buy	+1,308	New	+$216K	0.12%	42

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

ForthRight Wealth Management's VIG Position: Q2 2026 in Review

ForthRight Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q2 2026, buying an estimated $459 and bringing the position to 2,555 shares worth $604K. The position accounts for 0.15% of the portfolio, ranked #44.

ForthRight Wealth Management first reported a position in VIG in Q4 2021 and has held it in 12 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

ForthRight Wealth Management held 2,555 shares of Vanguard Dividend Appreciation ETF worth $604K as of Q2 2026.
ForthRight Wealth Management bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.15% of ForthRight Wealth Management's portfolio in Q2 2026, its #44 holding.
ForthRight Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 12 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.