Palumbo Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Palumbo 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
2026 Q2	$490K	Buy	2,070 +6	+0.3%	+$1.38K	0.1%	149
2026 Q1	$444K	Buy	2,064 +4	+0.2%	+$892	0.11%	136
2025 Q4	$453K	Buy	2,060 +10	+0.5%	+$2.19K	0.11%	134
2025 Q3	$442K	Buy	2,050 +5	+0.2%	+$1.05K	0.14%	99
2025 Q2	$418K	Hold	2,045	–	–	0.13%	119
2025 Q1	$397K	Buy	2,045 +6	+0.3%	+$1.19K	0.13%	108
2024 Q4	$399K	Buy	2,039 +6	+0.3%	+$1.2K	0.15%	100
2024 Q3	$403K	Buy	2,033 +1	+0%	+$190	0.16%	99
2024 Q2	$371K	Sell	2,032 -45	-2%	-$8.1K	0.16%	97
2024 Q1	$379K	Buy	2,077 +6	+0.3%	+$1.05K	0.17%	94
2023 Q4	$353K	Buy	2,071 +12	+0.6%	+$1.93K	0.18%	92
2023 Q3	$320K	Buy	2,059 +200	+11%	+$32.4K	0.18%	83
2023 Q2	$302K	Hold	1,859	–	–	0.18%	82
2023 Q1	$286K	Buy	1,859 +6	+0.3%	+$919	0.19%	75
2022 Q4	$281K	Buy	1,853 +7	+0.4%	+$1.04K	0.22%	70
2022 Q3	$250K	Sell	1,846 -161	-8%	-$24K	0.21%	71
2022 Q2	$288K	Buy	2,007 +172	+9%	+$26.2K	0.23%	69
2022 Q1	$298K	Buy	1,835 +5	+0.3%	+$807	0.19%	74
2021 Q4	$314K	Buy	1,830 +5	+0.3%	+$824	0.2%	77
2021 Q3	$280K	Buy	1,825 +5	+0.3%	+$797	0.18%	80
2021 Q2	$282K	Sell	1,820 -45	-2%	-$6.91K	0.19%	85
2021 Q1	$274K	Sell	1,865 -355	-16%	-$50.5K	0.21%	84
2020 Q4	$313K	Buy	+2,220	New	+$301K	0.25%	72

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

Palumbo Wealth Management's VIG Position: Q2 2026 in Review

Palumbo Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.29% in Q2 2026, buying an estimated $1.38K and bringing the position to 2,070 shares worth $490K. The position accounts for 0.1% of the portfolio, ranked #149.

Palumbo Wealth Management first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Palumbo Wealth Management held 2,070 shares of Vanguard Dividend Appreciation ETF worth $490K as of Q2 2026.
Palumbo Wealth Management bought 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
Vanguard Dividend Appreciation ETF made up 0.1% of Palumbo Wealth Management's portfolio in Q2 2026, its #149 holding.
Palumbo Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.