LWM
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Laidlaw Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Laidlaw Wealth Management’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
Q1 		– Sell
-3,231
Closed -$633K – 158
2024
Q4 		$633K Buy
3,231
+35
+1% +$6.99K 0.28% 89
2024
Q3 		$633K Buy
3,196
+122
+4% +$23.2K 0.31% 89
2024
Q2 		$561K Buy
3,074
+72
+2% +$13K 0.31% 91
2024
Q1 		$548K Sell
3,002
-2,932
-49% -$515K 0.31% 101
2023
Q4 		$1.01M Sell
5,934
-562
-9% -$90.4K 0.37% 81
2023
Q3 		$1.01M Buy
6,496
+2,379
+58% +$386K 0.33% 85
2023
Q2 		$669K Sell
4,117
-54
-1% -$8.46K 0.13% 171
2023
Q1 		$642K Sell
4,171
-5
-0.1% -$766 0.13% 175
2022
Q4 		$634K Sell
4,176
-50
-1% -$7.45K 0.14% 166
2022
Q3 		$571K Sell
4,226
-19
-0.4% -$2.83K 0.13% 164
2022
Q2 		$609K Sell
4,245
-678
-14% -$103K 0.12% 178
2022
Q1 		$798K Buy
4,923
+74
+2% +$11.9K 0.13% 159
2021
Q4 		$833K Buy
+4,849
New +$799K 0.13% 157
2021
Q1 		– Sell
-4,257
Closed -$601K – 361
2020
Q4 		$601K Buy
4,257
+1,059
+33% +$144K 0.13% 168
2020
Q3 		$411K Buy
3,198
+246
+8% +$30.9K 0.18% 123
2020
Q2 		$346K Buy
2,952
+62
+2% +$7.06K 0.18% 118
2020
Q1 		$299K Buy
2,890
+307
+12% +$36.6K 0.2% 113
2019
Q4 		$322K Buy
+2,583
New +$312K 0.2% 121

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Laidlaw Wealth Management's VIG Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 3,231 shares — an estimated $633K sold.

Laidlaw Wealth Management first reported a position in VIG in Q4 2019 and held it in 18 quarters. The position peaked at $1.01M in Q4 2023. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,231 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $633K.
  • Laidlaw Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 18 quarters.
  • Laidlaw Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.01M in Q4 2023.
  • 2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.