Guardian Wealth Advisors (Minnesota)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
2024 Q4	–	Sell	-3,205	Closed	-$635K	–	81
2024 Q3	$635K	Buy	3,205 +4	+0.1%	+$762	0.39%	40
2024 Q2	$584K	Sell	3,201 -50	-2%	-$9K	0.38%	40
2024 Q1	$594K	Buy	3,251 +24	+0.7%	+$4.22K	0.39%	40
2023 Q4	$550K	Buy	3,227 +8	+0.2%	+$1.29K	0.38%	40
2023 Q3	$500K	Buy	3,219 +4	+0.1%	+$648	0.38%	38
2023 Q2	$522K	Buy	3,215 +20	+0.6%	+$3.13K	0.38%	39
2023 Q1	$492K	Buy	3,195 +4	+0.1%	+$613	0.39%	39
2022 Q4	$485K	Hold	3,191	–	–	0.43%	40
2022 Q3	$431K	Hold	3,191	–	–	0.42%	40
2022 Q2	$458K	Buy	+3,191	New	+$486K	0.42%	40

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Guardian Wealth Advisors (Minnesota)'s VIG Position: Q4 2024 in Review

Guardian Wealth Advisors (Minnesota) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 3,205 shares — an estimated $635K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in VIG in Q2 2022 and held it in 10 quarters. The position peaked at $635K in Q3 2024. 2,317 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Guardian Wealth Advisors (Minnesota) reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (Minnesota) sold 3,205 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $635K.
Guardian Wealth Advisors (Minnesota) first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and held it in 10 quarters.
Guardian Wealth Advisors (Minnesota)'s Vanguard Dividend Appreciation ETF position peaked at $635K in Q3 2024.
2,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q4 2024, filed 28 Jan 2025.