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Mowery & Schoenfeld Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mowery & Schoenfeld 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
2024
Q4 		– Sell
-36
Closed -$7.13K – 517
2024
Q3 		$7.13K Buy
+36
New +$6.86K 0.01% 189

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

Mowery & Schoenfeld Wealth Management's VIG Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 36 shares — an estimated $7.13K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VIG in Q3 2024 and held it in 1 quarter. The position peaked at $7.13K in Q3 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 36 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $7.13K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $7.13K in Q3 2024.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.