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Peninsula Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Peninsula 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
2024
Q4 		$1.29M Buy
6,582
+15
+0.2% +$3K 0.22% 44
2024
Q3 		$1.32M Buy
6,567
+16
+0.2% +$3.05K 0.23% 42
2024
Q2 		$1.23M Buy
6,551
+19
+0.3% +$3.42K 0.23% 44
2024
Q1 		$1.19M Buy
6,532
+17
+0.3% +$2.99K 0.24% 43
2023
Q4 		$1.11M Buy
6,515
+20
+0.3% +$3.22K 0.23% 41
2023
Q3 		$991K Buy
6,495
+38
+0.6% +$6.16K 0.23% 40
2023
Q2 		$1.05M Sell
6,457
-1,726
-21% -$270K 0.27% 34
2023
Q1 		$1.26M Buy
8,183
+21
+0.3% +$3.22K 0.36% 31
2022
Q4 		$1.24M Buy
8,162
+23
+0.3% +$3.43K 0.39% 30
2022
Q3 		$1.1M Buy
8,139
+2,741
+51% +$408K 0.39% 29
2022
Q2 		$774K Buy
5,398
+1,374
+34% +$209K 0.26% 30
2022
Q1 		$652K Buy
4,024
+186
+5% +$30K 0.19% 32
2021
Q4 		$659K Buy
+3,838
New +$633K 0.18% 33
2020
Q4 		– Sell
-2,360
Closed -$304K – 51
2020
Q3 		$304K Hold
2,360
– – 0.13% 42
2020
Q2 		$277K Sell
2,360
-38
-2% -$4.33K 0.13% 40
2020
Q1 		$248K Sell
2,398
-38
-2% -$4.53K 0.14% 35
2019
Q4 		$304K Buy
2,436
+39
+2% +$4.72K 0.14% 28
2019
Q3 		$286K Hold
2,397
– – 0.14% 28
2019
Q2 		$276K Buy
2,397
+37
+2% +$4.15K 0.14% 25
2019
Q1 		$259K Hold
2,360
– – 0.14% 25
2018
Q4 		$231K Hold
2,360
– – 0.14% 26
2018
Q3 		$261K Hold
2,360
– – 0.14% 26
2018
Q2 		$240K Hold
2,360
– – 0.14% 29
2018
Q1 		$238K Buy
+2,360
New +$245K 0.14% 29

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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

Peninsula Wealth's VIG Position: Q4 2024 in Review

Peninsula Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.23% in Q4 2024, buying an estimated $3K and bringing the position to 6,582 shares worth $1.29M. The position accounts for 0.22% of the portfolio, ranked #44.

Peninsula Wealth first reported a position in VIG in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.32M in Q3 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Peninsula Wealth held 6,582 shares of Vanguard Dividend Appreciation ETF worth $1.29M as of Q4 2024.
  • Peninsula Wealth bought 15 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $3K.
  • Vanguard Dividend Appreciation ETF made up 0.22% of Peninsula Wealth's portfolio in Q4 2024, its #44 holding.
  • Peninsula Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 24 quarters since.
  • Peninsula Wealth's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q3 2024.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.