Householder Group Estate & Retirement Specialist’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$355K	Sell	1,815 -706	-28%	-$141K	0.27%	65
2024 Q3	$499K	Sell	2,521 -4	-0.2%	-$762	0.15%	139
2024 Q2	$461K	Sell	2,525 -91	-3%	-$16.4K	0.13%	146
2024 Q1	$478K	Buy	2,616 +88	+3%	+$15.5K	0.14%	141
2023 Q4	$430K	Sell	2,528 -5,183	-67%	-$834K	0.14%	134
2023 Q3	$1.2M	Buy	+7,711	New	+$1.25M	0.43%	49
2023 Q1	$1.73M	Buy	+11,250	New	+$1.72M	0.67%	26
2022 Q4	–	Sell	-11,796	Closed	-$1.59M	–	1117
2022 Q3	$1.59M	Sell	11,796 -163	-1%	-$24.3K	0.66%	30
2022 Q2	$1.72M	Sell	11,959 -4,841	-29%	-$737K	0.77%	28
2022 Q1	$2.72M	Sell	16,800 -2,325	-12%	-$375K	1.1%	20
2021 Q4	$3.29M	Buy	+19,125	New	+$3.15M	1.22%	15

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 $17.8B AUM 24.16% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VIG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 28% in Q4 2024, selling an estimated $141K and leaving 1,815 shares worth $355K. The position accounts for 0.27% of the portfolio, ranked #65.

Householder Group Estate & Retirement Specialist first reported a position in VIG in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.29M in Q4 2021. 2,317 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,815 shares of Vanguard Dividend Appreciation ETF worth $355K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 706 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $141K.
Vanguard Dividend Appreciation ETF made up 0.27% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #65 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Dividend Appreciation ETF position peaked at $3.29M in Q4 2021.
2,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.