Innova Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Innova Wealth Partners’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	$3.51M	Sell	14,814 -1,087	-7%	-$250K	1.43%	24
2026 Q1	$3.42M	Sell	15,901 -1,333	-8%	-$297K	1.62%	18
2025 Q4	$3.79M	Buy	17,234 +1,243	+8%	+$272K	1.91%	17
2025 Q3	$3.45M	Buy	15,991 +1,010	+7%	+$212K	1.86%	19
2025 Q2	$3.07M	Buy	14,981 +1,030	+7%	+$200K	1.8%	19
2025 Q1	$2.71M	Buy	13,951 +1,135	+9%	+$226K	1.68%	14
2024 Q4	$2.51M	Buy	+12,816	New	+$2.56M	1.58%	19
2024 Q3	–	Sell	-6,762	Closed	-$1.23M	–	141
2024 Q2	$1.23M	Buy	6,762 +3,704	+121%	+$667K	0.88%	30
2024 Q1	$558K	Buy	3,058 +924	+43%	+$162K	0.43%	41
2023 Q4	$364K	Buy	+2,134	New	+$343K	0.31%	45

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Innova Wealth Partners's VIG Position: Q2 2026 in Review

Innova Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.8% in Q2 2026, selling an estimated $250K and leaving 14,814 shares worth $3.51M. The position accounts for 1.43% of the portfolio, ranked #24.

Innova Wealth Partners first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.79M in Q4 2025. 1,322 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Innova Wealth Partners held 14,814 shares of Vanguard Dividend Appreciation ETF worth $3.51M as of Q2 2026.
Innova Wealth Partners sold 1,087 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $250K.
Vanguard Dividend Appreciation ETF made up 1.43% of Innova Wealth Partners's portfolio in Q2 2026, its #24 holding.
Innova Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Innova Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $3.79M in Q4 2025.
1,322 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.