Parcion Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Parcion Private Wealth’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 Q1	–	Sell	-1,391	Closed	-$272K	–	311
2024 Q4	$272K	Hold	1,391	–	–	0.02%	208
2024 Q3	$276K	Buy	+1,391	New	+$265K	0.02%	203

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Parcion Private Wealth's VIG Position: Q1 2025 in Review

Parcion Private Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 1,391 shares — an estimated $272K sold.

Parcion Private Wealth first reported a position in VIG in Q3 2024 and held it in 2 quarters. The position peaked at $276K in Q3 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Parcion Private Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Parcion Private Wealth sold 1,391 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $272K.
Parcion Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and held it in 2 quarters.
Parcion Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $276K in Q3 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Parcion Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.