FPC Investment Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

FPC Investment Advisory’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 Q1	–	Sell	-172	Closed	-$34.8K	–	259
2024 Q4	$34.8K	Hold	172	–	–	0.03%	62
2024 Q3	$33.6K	Hold	172	–	–	0.03%	31
2024 Q2	$32.7K	Hold	172	–	–	0.03%	31
2024 Q1	$30.4K	Buy	+172	New	+$30.2K	0.03%	30

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

FPC Investment Advisory's VIG Position: Q1 2025 in Review

FPC Investment Advisory sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 172 shares — an estimated $34.8K sold.

FPC Investment Advisory first reported a position in VIG in Q1 2024 and held it in 4 quarters. The position peaked at $34.8K in Q4 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

FPC Investment Advisory reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
FPC Investment Advisory sold 172 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $34.8K.
FPC Investment Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 4 quarters.
FPC Investment Advisory's Vanguard Dividend Appreciation ETF position peaked at $34.8K in Q4 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.