IAM Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IAM Advisory’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
2026 Q2	$317K	Buy	1,340 +6	+0.4%	+$1.38K	0.06%	84
2026 Q1	$287K	Buy	1,334 +5	+0.4%	+$1.11K	0.06%	86
2025 Q4	$292K	Buy	+1,329	New	+$290K	0.06%	83
2022 Q2	–	Sell	-3,024	Closed	-$490K	–	91
2022 Q1	$490K	Buy	3,024 +13	+0.4%	+$2.1K	0.2%	59
2021 Q4	$506K	Sell	3,011 -188	-6%	-$31K	0.2%	59
2021 Q3	$500K	Buy	+3,199	New	+$510K	0.21%	59
2021 Q2	–	Sell	-1,639	Closed	-$253K	–	101
2021 Q1	$253K	Buy	+1,639	New	+$233K	0.11%	61

Other funds holding VIG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return