Fortis Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $5.76M | Buy |
24,685
+1,292
| +6% | +$310K | 2.58% | 10 |
|
|
2026
Q2 | $5.54M | Buy |
23,393
+5
| +0% | +$1.15K | 2.59% | 10 |
|
|
2026
Q1 | $5.03M | Sell |
23,388
-2,102
| -8% | -$469K | 2.52% | 12 |
|
|
2025
Q4 | $5.6M | Sell |
25,490
-477
| -2% | -$104K | 3.04% | 11 |
|
|
2025
Q3 | $5.6M | Sell |
25,967
-2,846
| -10% | -$598K | 3.15% | 9 |
|
|
2025
Q2 | $5.9M | Sell |
28,813
-103
| -0.4% | -$20K | 3.78% | 5 |
|
|
2025
Q1 | $5.61M | Buy |
28,916
+62
| +0.2% | +$12.3K | 3.66% | 6 |
|
|
2024
Q4 | $5.65M | Buy |
28,854
+416
| +1% | +$83.1K | 3.71% | 5 |
|
|
2024
Q3 | $5.63M | Buy |
28,438
+7,443
| +35% | +$1.42M | 3.65% | 6 |
|
|
2024
Q2 | $3.83M | Sell |
20,995
-142
| -0.7% | -$25.6K | 2.7% | 11 |
|
|
2024
Q1 | $3.86M | Buy |
21,137
+75
| +0.4% | +$13.2K | 2.58% | 11 |
|
|
2023
Q4 | $3.59M | Buy |
21,062
+175
| +0.8% | +$28.2K | 2.56% | 11 |
|
|
2023
Q3 | $3.25M | Sell |
20,887
-17,712
| -46% | -$2.87M | 2.44% | 13 |
|
|
2023
Q2 | $6.27M | Buy |
38,599
+976
| +3% | +$153K | 4.48% | 6 |
|
|
2023
Q1 | $5.79M | Buy |
37,623
+522
| +1% | +$80K | 3.79% | 7 |
|
|
2022
Q4 | $5.63M | Buy |
37,101
+188
| +0.5% | +$28K | 4.29% | 7 |
|
|
2022
Q3 | $4.99M | Buy |
36,913
+7,702
| +26% | +$1.15M | 3.56% | 8 |
|
|
2022
Q2 | $4.19M | Buy |
+29,211
| New | +$4.45M | 2.78% | 14 |
|
|
2021
Q2 | – | Sell |
-192
| Closed | -$28K | – | 280 |
|
|
2021
Q1 | $28K | Buy |
+192
| New | +$27.3K | 0.02% | 164 |
|
|
2020
Q3 | – | Sell |
-177
| Closed | -$21K | – | 186 |
|
|
2020
Q2 | $21K | Sell |
177
-513
| -74% | -$58.4K | 0.02% | 138 |
|
|
2020
Q1 | $71K | Buy |
690
+177
| +35% | +$21.1K | 0.05% | 164 |
|
|
2019
Q4 | $64K | Buy |
513
+2
| +0.4% | +$242 | 0.04% | 196 |
|
|
2019
Q3 | $61K | Buy |
511
+3
| +0.6% | +$354 | 0.03% | 201 |
|
|
2019
Q2 | $59K | Buy |
508
+4
| +0.8% | +$449 | 0.03% | 217 |
|
|
2019
Q1 | $55K | Hold |
504
| – | – | 0.03% | 210 |
|
|
2018
Q4 | $49K | Buy |
504
+5
| +1% | +$521 | 0.03% | 215 |
|
|
2018
Q3 | $55K | Buy |
499
+3
| +0.6% | +$322 | 0.03% | 196 |
|
|
2018
Q2 | $50K | Hold |
496
| – | – | 0.03% | 205 |
|
|
2018
Q1 | $50K | Sell |
496
-1,425
| -74% | -$148K | 0.03% | 180 |
|
|
2017
Q4 | $196K | Buy |
1,921
+1,425
| +287% | +$140K | 0.12% | 70 |
|
|
2017
Q3 | $47K | Buy |
+496
| New | +$46.3K | 0.03% | 174 |
|
Other funds holding VIG
Fortis Advisors's VIG Position: Q3 2026 in Review
Fortis Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.5% in Q3 2026, buying an estimated $310K and bringing the position to 24,685 shares worth $5.76M. The position accounts for 2.58% of the portfolio, ranked #10.
Fortis Advisors first reported a position in VIG in Q3 2017 and has held it in 31 quarters since. The position peaked at $6.27M in Q2 2023. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.
- Fortis Advisors held 24,685 shares of Vanguard Dividend Appreciation ETF worth $5.76M as of Q3 2026.
- Fortis Advisors bought 1,292 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $310K.
- Vanguard Dividend Appreciation ETF made up 2.58% of Fortis Advisors's portfolio in Q3 2026, its #10 holding.
- Fortis Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 31 quarters since.
- Fortis Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.27M in Q2 2023.
- 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.
Based on Fortis Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.