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Legacy Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Financial Advisors’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
2024
Q4 		– Sell
-1,640
Closed -$325K – 371
2024
Q3 		$325K Sell
1,640
-13
-0.8% -$2.48K 0.05% 263
2024
Q2 		$302K Sell
1,653
-10
-0.6% -$1.8K 0.05% 252
2024
Q1 		$304K Hold
1,663
– – 0.05% 248
2023
Q4 		$283K Buy
1,663
+23
+1% +$3.7K 0.05% 238
2023
Q3 		$255K Sell
1,640
-40
-2% -$6.48K 0.05% 219
2023
Q2 		$273K Hold
1,680
– – 0.05% 207
2023
Q1 		$259K Sell
1,680
-52
-3% -$7.97K 0.05% 205
2022
Q4 		$263K Sell
1,732
-585
-25% -$87.2K 0.06% 194
2022
Q3 		$313K Hold
2,317
– – 0.07% 154
2022
Q2 		$332K Hold
2,317
– – 0.08% 136
2022
Q1 		$376K Sell
2,317
-1,000
-30% -$161K 0.08% 135
2021
Q4 		$570K Buy
3,317
+552
+20% +$91K 0.13% 79
2021
Q3 		$425K Buy
2,765
+35
+1% +$5.58K 0.1% 93
2021
Q2 		$423K Buy
2,730
+530
+24% +$81.3K 0.11% 86
2021
Q1 		$324K Buy
+2,200
New +$313K 0.09% 98
2019
Q2 		– Sell
-560
Closed -$61K – 874
2019
Q1 		$61K Hold
560
– – 0.02% 246
2018
Q4 		$55K Hold
560
– – 0.02% 230
2018
Q3 		$61K Hold
560
– – 0.02% 226
2018
Q2 		$59K Hold
560
– – 0.02% 223
2018
Q1 		$56K Hold
560
– – 0.02% 231
2017
Q4 		$57K Buy
+560
New +$55.1K 0.02% 227

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $17.8B AUM 24.16% 1-Year Est. Return

Legacy Financial Advisors's VIG Position: Q4 2024 in Review

Legacy Financial Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,640 shares — an estimated $325K sold.

Legacy Financial Advisors first reported a position in VIG in Q4 2017 and held it in 21 quarters. The position peaked at $570K in Q4 2021. 2,317 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Legacy Financial Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,640 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $325K.
  • Legacy Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 21 quarters.
  • Legacy Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $570K in Q4 2021.
  • 2,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Legacy Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.