Park Square Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Park Square Financial Group’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 Q3	–	Sell	-30	Closed	-$6.14K	–	930
2025 Q2	$6.14K	Hold	30	–	–	﹤0.01%	696
2025 Q1	$5.82K	Hold	30	–	–	﹤0.01%	717
2024 Q4	$5.88K	Buy	+30	New	+$5.99K	﹤0.01%	683

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Park Square Financial Group's VIG Position: Q3 2025 in Review

Park Square Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 30 shares — an estimated $6.14K sold.

Park Square Financial Group first reported a position in VIG in Q4 2024 and held it in 3 quarters. The position peaked at $6.14K in Q2 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Park Square Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 30 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $6.14K.
Park Square Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Vanguard Dividend Appreciation ETF position peaked at $6.14K in Q2 2025.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.