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MJT & Associates Financial Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-8
Closed -$1.64K – 513
2025
Q2 		$1.64K Hold
8
– – ﹤0.01% 411
2025
Q1 		$1.55K Buy
+8
New +$1.59K ﹤0.01% 418

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MJT & Associates Financial Advisory's VIG Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 8 shares — an estimated $1.64K sold.

MJT & Associates Financial Advisory first reported a position in VIG in Q1 2025 and held it in 2 quarters. The position peaked at $1.64K in Q2 2025. 2,338 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 8 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $1.64K.
  • MJT & Associates Financial Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Vanguard Dividend Appreciation ETF position peaked at $1.64K in Q2 2025.
  • 2,338 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.