Investments & Financial Planning LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Investments & Financial Planning LLC’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 Q4	–	Sell	-1,942	Closed	-$419K	–	38
2025 Q3	$419K	Buy	1,942 +1	+0.1%	+$210	0.23%	26
2025 Q2	$397K	Buy	1,941 +163	+9%	+$31.6K	0.23%	26
2025 Q1	$345K	Sell	1,778 -43	-2%	-$8.55K	0.22%	28
2024 Q4	$357K	Sell	1,821 -43	-2%	-$8.59K	0.22%	27
2024 Q3	$369K	Hold	1,864	–	–	0.23%	26
2024 Q2	$340K	Hold	1,864	–	–	0.23%	27
2024 Q1	$340K	Hold	1,864	–	–	0.23%	26
2023 Q4	$318K	Hold	1,864	–	–	0.24%	27
2023 Q3	$290K	Hold	1,864	–	–	0.26%	30
2023 Q2	$303K	Hold	1,864	–	–	0.26%	30
2023 Q1	$287K	Hold	1,864	–	–	0.26%	30
2022 Q4	$283K	Buy	+1,864	New	+$278K	0.28%	30
2022 Q2	$267K	Hold	1,864	–	–	0.28%	31
2022 Q1	$302K	Hold	1,864	–	–	0.26%	28
2021 Q4	$302K	Buy	+1,864	New	+$307K	0.27%	28

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investments & Financial Planning LLC's VIG Position: Q4 2025 in Review

Investments & Financial Planning LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,942 shares — an estimated $419K sold.

Investments & Financial Planning LLC first reported a position in VIG in Q4 2021 and held it in 15 quarters. The position peaked at $419K in Q3 2025. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Investments & Financial Planning LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Investments & Financial Planning LLC sold 1,942 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $419K.
Investments & Financial Planning LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 15 quarters.
Investments & Financial Planning LLC's Vanguard Dividend Appreciation ETF position peaked at $419K in Q3 2025.
2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Investments & Financial Planning LLC's 13F filing for Q4 2025, filed 23 Feb 2026.