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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$204K Buy
861
+500
+139% +$115K 0.04% 211
2026
Q1
$77.6K Buy
+361
New +$80.5K 0.02% 322
2025
Q3
Sell
-285
Closed -$58.3K 533
2025
Q2
$58.3K Sell
285
-50
-15% -$9.69K 0.02% 351
2025
Q1
$65K Buy
+335
New +$66.6K 0.02% 322
2024
Q3
Sell
-185
Closed -$33.8K 1134
2024
Q2
$33.8K Hold
185
0.01% 407
2024
Q1
$33.8K Buy
+185
New +$32.5K 0.01% 219

Other funds holding VIG

Opal Wealth Advisors's VIG Position: Q2 2026 in Review

Opal Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 139% in Q2 2026, buying an estimated $115K and bringing the position to 861 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #211.

Opal Wealth Advisors first reported a position in VIG in Q1 2024 and has held it in 6 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Opal Wealth Advisors held 861 shares of Vanguard Dividend Appreciation ETF worth $204K as of Q2 2026.
  • Opal Wealth Advisors bought 500 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $115K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Opal Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • Opal Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 6 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.