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

LJI 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
2026 Q2	$401K	Sell	1,695 -1	-0.1%	-$230	0.06%	128
2026 Q1	$365K	Buy	1,696 +1	+0.1%	+$223	0.06%	134
2025 Q4	$373K	Sell	1,695 -48	-3%	-$10.5K	0.06%	137
2025 Q3	$376K	Buy	1,743 +48	+3%	+$10.1K	0.07%	115
2025 Q2	$347K	Hold	1,695	–	–	0.06%	133
2025 Q1	$329K	Hold	1,695	–	–	0.07%	125
2024 Q4	$332K	Sell	1,695 -1,041	-38%	-$208K	0.07%	124
2024 Q3	$542K	Buy	2,736 +2	+0.1%	+$381	0.11%	96
2024 Q2	$499K	Hold	2,734	–	–	0.11%	96
2024 Q1	$499K	Buy	2,734 +1	+0%	+$176	0.13%	80
2023 Q4	$466K	Buy	2,733 +4	+0.1%	+$644	0.12%	91
2023 Q3	$424K	Buy	2,729 +13	+0.5%	+$2.11K	0.12%	90
2023 Q2	$441K	Sell	2,716 -100	-4%	-$15.7K	0.13%	85
2023 Q1	$434K	Buy	2,816 +452	+19%	+$69.2K	0.14%	81
2022 Q4	$359K	Buy	+2,364	New	+$352K	0.13%	85

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

LJI Wealth Management's VIG Position: Q2 2026 in Review

LJI Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, selling an estimated $230 and leaving 1,695 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #128.

LJI Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $542K in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

LJI Wealth Management held 1,695 shares of Vanguard Dividend Appreciation ETF worth $401K as of Q2 2026.
LJI Wealth Management sold 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.06% of LJI Wealth Management's portfolio in Q2 2026, its #128 holding.
LJI Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $542K in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.