Hoey Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hoey Investments’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	-3,376	Closed	-$655K	–	425
2025 Q1	$655K	Buy	3,376 +17	+0.5%	+$3.38K	0.13%	34
2024 Q4	$658K	Buy	3,359 +45	+1%	+$8.98K	0.11%	40
2024 Q3	$605K	Hold	3,314	–	–	0.11%	48
2024 Q2	$605K	Hold	3,314	–	–	0.11%	48
2024 Q1	$605K	Sell	3,314 -582	-15%	-$102K	0.13%	55
2023 Q4	$664K	Buy	+3,896	New	+$627K	0.19%	48
2021 Q3	–	Sell	-82	Closed	-$13K	–	252
2021 Q2	$13K	Hold	82	–	–	﹤0.01%	161
2021 Q1	$12K	Hold	82	–	–	﹤0.01%	164
2020 Q4	$12K	Hold	82	–	–	﹤0.01%	136
2020 Q3	$11K	Hold	82	–	–	﹤0.01%	105
2020 Q2	$10K	Buy	+82	New	+$9.33K	﹤0.01%	112

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

Hoey Investments's VIG Position: Q2 2025 in Review

Hoey Investments sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 3,376 shares — an estimated $655K sold.

Hoey Investments first reported a position in VIG in Q2 2020 and held it in 11 quarters. The position peaked at $664K in Q4 2023. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Hoey Investments reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Hoey Investments sold 3,376 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $655K.
Hoey Investments first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 11 quarters.
Hoey Investments's Vanguard Dividend Appreciation ETF position peaked at $664K in Q4 2023.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Hoey Investments's 13F filing for Q2 2025, filed 14 Jul 2025.