Guardian Wealth Management (Illinois)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Guardian Wealth Management (Illinois)’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	-60	Closed	-$11.8K	–	203
2025 Q1	$11.8K	Hold	60	–	–	0.01%	153
2024 Q4	$11.8K	Hold	60	–	–	0.01%	160
2024 Q3	$11.9K	Hold	60	–	–	0.01%	162
2024 Q2	$10.9K	Hold	60	–	–	0.01%	162
2024 Q1	$10.9K	Hold	60	–	–	0.01%	160
2023 Q4	$10.1K	Buy	60 +1	+2%	+$161	0.01%	162
2023 Q3	$9.12K	Buy	59 +1	+2%	+$162	0.01%	163
2023 Q2	$9.48K	Hold	58	–	–	0.01%	162
2023 Q1	$8.99K	Hold	58	–	–	0.01%	164
2022 Q4	$8.82K	Hold	58	–	–	0.01%	171
2022 Q3	$8K	Buy	58 +1	+2%	+$149	0.01%	174
2022 Q2	$8K	Hold	57	–	–	0.01%	170
2022 Q1	$9K	Hold	57	–	–	0.01%	177
2021 Q4	$10K	Buy	+57	New	+$9.39K	0.01%	169

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

Guardian Wealth Management (Illinois)'s VIG Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 60 shares — an estimated $11.8K sold.

Guardian Wealth Management (Illinois) first reported a position in VIG in Q4 2021 and held it in 14 quarters. The position peaked at $11.9K in Q3 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 60 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $11.8K.
Guardian Wealth Management (Illinois) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Vanguard Dividend Appreciation ETF position peaked at $11.9K in Q3 2024.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.