FSC Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

FSC Wealth Advisors’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	-34,160	Closed	-$6.63M	–	243
2025 Q1	$6.63M	Sell	34,160 -791	-2%	-$157K	4.35%	8
2024 Q4	$6.84M	Buy	34,951 +4,626	+15%	+$924K	4.41%	7
2024 Q3	$6.01M	Buy	30,325 +153	+0.5%	+$29.1K	4.31%	4
2024 Q2	$5.51M	Sell	30,172 -685	-2%	-$123K	4.07%	8
2024 Q1	$5.63M	Sell	30,857 -1,324	-4%	-$233K	3.97%	9
2023 Q4	$5.48M	Buy	32,181 +31,966	+14,868%	+$5.14M	4.02%	10
2023 Q3	$33.4K	Hold	215	–	–	0.03%	96
2023 Q2	$34.9K	Hold	215	–	–	0.03%	92
2023 Q1	$33.1K	Hold	215	–	–	0.05%	74
2022 Q4	$32.6K	Hold	215	–	–	0.06%	68
2022 Q3	$29K	Hold	215	–	–	0.28%	65
2022 Q2	$31K	Hold	215	–	–	0.27%	68
2022 Q1	$35K	Sell	215 -73,480	-100%	-$11.9M	0.03%	76
2021 Q4	$12.7M	Buy	+73,695	New	+$12.1M	8.58%	3

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

FSC Wealth Advisors's VIG Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 34,160 shares — an estimated $6.63M sold.

FSC Wealth Advisors first reported a position in VIG in Q4 2021 and held it in 14 quarters. The position peaked at $12.7M in Q4 2021. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

FSC Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 34,160 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $6.63M.
FSC Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $12.7M in Q4 2021.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.