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Gries Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gries Financial’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
Q3 		$375K Buy
1,736
+551
+46% +$116K 0.06% 207
2025
Q2 		$243K Buy
+1,185
New +$230K 0.04% 247
2024
Q4 		– Sell
-1,113
Closed -$220K – 303
2024
Q3 		$220K Sell
1,113
-160
-13% -$30.5K 0.04% 249
2024
Q2 		$232K Sell
1,273
-391
-23% -$70.4K 0.05% 210
2024
Q1 		$304K Sell
1,664
-528
-24% -$92.8K 0.05% 220
2023
Q4 		$374K Sell
2,192
-22
-1% -$3.54K 0.08% 153
2023
Q3 		$344K Sell
2,214
-157
-7% -$25.4K 0.09% 141
2023
Q2 		$385K Buy
2,371
+325
+16% +$50.9K 0.11% 130
2023
Q1 		$315K Buy
2,046
+551
+37% +$84.4K 0.09% 141
2022
Q4 		$227K Sell
1,495
-20
-1% -$2.98K 0.08% 145
2022
Q3 		$205K Buy
+1,515
New +$225K 0.09% 139

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return