MIA
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Milestone Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Milestone Investment 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
2026
Q1 		$269K Hold
1,252
– – 0.07% 79
2025
Q4 		$275K Buy
1,252
+1,180
+1,639% +$258K 0.07% 78
2025
Q3 		$15.5K Sell
72
-40
-36% -$8.4K ﹤0.01% 113
2025
Q2 		$22.9K Hold
112
– – 0.01% 109
2025
Q1 		$21.7K Hold
112
– – 0.01% 111
2024
Q4 		$21.9K Hold
112
– – 0.01% 112
2024
Q3 		$22.2K Hold
112
– – 0.01% 111
2024
Q2 		$20.4K Hold
112
– – 0.01% 110
2024
Q1 		$20.5K Hold
112
– – 0.01% 108
2023
Q4 		$19.1K Hold
112
– – 0.01% 105
2023
Q3 		$17.4K Hold
112
– – 0.01% 264
2023
Q2 		$18.2K Sell
112
-50
-31% -$7.83K 0.01% 97
2023
Q1 		$24.9K Hold
162
– – 0.01% 254
2022
Q4 		$24.6K Buy
+162
New +$24.1K 0.01% 97

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 $501B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $15.4B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return