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MFA Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MFA Wealth 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
-90
Closed -$17.8K – 378
2024
Q3 		$17.8K Buy
+90
New +$17.1K ﹤0.01% 278
2020
Q3 		– Sell
-31
Closed -$3.63K – 224
2020
Q2 		$3.63K Buy
+31
New +$3.53K ﹤0.01% 211

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $15.5B AUM 18.35% 1-Year Est. Return

MFA Wealth Advisors's VIG Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 90 shares — an estimated $17.8K sold.

MFA Wealth Advisors first reported a position in VIG in Q2 2020 and held it in 2 quarters. The position peaked at $17.8K in Q3 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 90 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $17.8K.
  • MFA Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 2 quarters.
  • MFA Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $17.8K in Q3 2024.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.