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

Outlook 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
2026 Q2	$515K	Buy	2,178 +236	+12%	+$54.2K	0.11%	179
2026 Q1	$418K	Hold	1,942	–	–	0.1%	196
2025 Q4	$427K	Sell	1,942 -21	-1%	-$4.59K	0.1%	181
2025 Q3	$424K	Buy	1,963 +144	+8%	+$30.2K	0.11%	172
2025 Q2	$372K	Buy	1,819 +110	+6%	+$21.3K	0.1%	200
2025 Q1	$332K	Hold	1,709	–	–	0.09%	214
2024 Q4	$335K	Sell	1,709 -48	-3%	-$9.58K	0.1%	209
2024 Q3	$348K	Buy	1,757 +1	+0.1%	+$190	0.1%	200
2024 Q2	$321K	Hold	1,756	–	–	0.1%	206
2024 Q1	$321K	Buy	1,756 +34	+2%	+$5.97K	0.1%	197
2023 Q4	$293K	Hold	1,722	–	–	0.1%	175
2023 Q3	$267K	Buy	1,722 +1	+0.1%	+$162	0.1%	170
2023 Q2	$280K	Buy	+1,721	New	+$270K	0.11%	165
2021 Q1	–	Sell	-7,178	Closed	-$1.01M	–	202
2020 Q4	$1.01M	Buy	+7,178	New	+$973K	0.37%	67

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Outlook Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, buying an estimated $54.2K and bringing the position to 2,178 shares worth $515K. The position accounts for 0.11% of the portfolio, ranked #179.

Outlook Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2020. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Outlook Wealth Advisors held 2,178 shares of Vanguard Dividend Appreciation ETF worth $515K as of Q2 2026.
Outlook Wealth Advisors bought 236 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $54.2K.
Vanguard Dividend Appreciation ETF made up 0.11% of Outlook Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Outlook Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 14 quarters since.
Outlook Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.01M in Q4 2020.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.