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

Masso Torrence 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 Q3	$637K	Sell	2,950 -76	-3%	-$16K	0.26%	54
2025 Q2	$619K	Hold	3,026	–	–	0.29%	56
2025 Q1	$587K	Hold	3,026	–	–	0.31%	56
2024 Q4	$593K	Sell	3,026 -199	-6%	-$39.7K	0.31%	52
2024 Q3	$639K	Sell	3,225 -105	-3%	-$20K	0.34%	50
2024 Q2	$608K	Sell	3,330 -25	-0.7%	-$4.5K	0.34%	49
2024 Q1	$613K	Sell	3,355 -189	-5%	-$33.2K	0.36%	51
2023 Q4	$604K	Buy	3,544 +1	+0%	+$161	0.41%	47
2023 Q3	$551K	Hold	3,543	–	–	0.42%	50
2023 Q2	$575K	Sell	3,543 -942	-21%	-$148K	0.42%	49
2023 Q1	$691K	Sell	4,485 -2,403	-35%	-$368K	0.55%	45
2022 Q4	$1.05M	Sell	6,888 -1,594	-19%	-$238K	0.83%	35
2022 Q3	$1.15M	Sell	8,482 -97	-1%	-$14.4K	1.01%	32
2022 Q2	$1.23M	Sell	8,579 -339	-4%	-$51.6K	1.08%	30
2022 Q1	$1.45M	Sell	8,918 -314	-3%	-$50.7K	1.16%	26
2021 Q4	$1.59M	Buy	+9,232	New	+$1.52M	1.11%	30

Other funds holding VIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Masso Torrence Wealth Management's VIG Position: Q3 2025 in Review

Masso Torrence Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q3 2025, selling an estimated $16K and leaving 2,950 shares worth $637K. The position accounts for 0.26% of the portfolio, ranked #54.

Masso Torrence Wealth Management first reported a position in VIG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.59M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Masso Torrence Wealth Management held 2,950 shares of Vanguard Dividend Appreciation ETF worth $637K as of Q3 2025.
Masso Torrence Wealth Management sold 76 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $16K.
Vanguard Dividend Appreciation ETF made up 0.26% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #54 holding.
Masso Torrence Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 16 quarters since.
Masso Torrence Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.59M in Q4 2021.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.