King Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

King Wealth Management Group’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 Q1	–	Sell	-1,168	Closed	-$257K	–	168
2025 Q4	$257K	Hold	1,168	–	–	0.03%	142
2025 Q3	$252K	Hold	1,168	–	–	0.03%	143
2025 Q2	$239K	Hold	1,168	–	–	0.03%	142
2025 Q1	$227K	Hold	1,168	–	–	0.03%	142
2024 Q4	$229K	Buy	+1,168	New	+$233K	0.03%	139

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

King Wealth Management Group's VIG Position: Q1 2026 in Review

King Wealth Management Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 1,168 shares — an estimated $257K sold.

King Wealth Management Group first reported a position in VIG in Q4 2024 and held it in 5 quarters. The position peaked at $257K in Q4 2025. 2,523 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

King Wealth Management Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
King Wealth Management Group sold 1,168 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $257K.
King Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 5 quarters.
King Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $257K in Q4 2025.
2,523 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.