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Personal CFO Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Personal CFO Solutions’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 		– Sell
-9,260
Closed -$1.83M – 607
2024
Q3 		$1.83M Buy
9,260
+1
+0% +$190 0.26% 75
2024
Q2 		$1.69M Buy
9,259
+1
+0% +$180 0.26% 72
2024
Q1 		$1.69M Buy
9,258
+2
+0% +$351 0.26% 76
2023
Q4 		$1.58M Buy
9,256
+3
+0% +$483 0.27% 69
2023
Q3 		$1.44M Buy
9,253
+502
+6% +$81.4K 0.28% 72
2023
Q2 		$1.42M Buy
8,751
+800
+10% +$125K 0.29% 72
2023
Q1 		$1.22M Buy
7,951
+2
+0% +$306 0.25% 74
2022
Q4 		$1.21M Sell
7,949
-1,233
-13% -$184K 0.26% 71
2022
Q3 		$1.24M Buy
9,182
+2,040
+29% +$304K 0.31% 60
2022
Q2 		$1.02M Sell
7,142
-198
-3% -$30.1K 0.24% 73
2022
Q1 		$1.19M Buy
7,340
+949
+15% +$153K 0.23% 86
2021
Q4 		$1.1M Buy
6,391
+602
+10% +$99.2K 0.21% 103
2021
Q3 		$889K Buy
5,789
+499
+9% +$79.5K 0.18% 115
2021
Q2 		$819K Buy
5,290
+1,892
+56% +$290K 0.17% 121
2021
Q1 		$500K Buy
3,398
+4
+0.1% +$569 0.11% 175
2020
Q4 		$479K Buy
+3,394
New +$460K 0.12% 168

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

Personal CFO Solutions's VIG Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 9,260 shares — an estimated $1.83M sold.

Personal CFO Solutions first reported a position in VIG in Q4 2020 and held it in 16 quarters. The position peaked at $1.83M in Q3 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 9,260 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $1.83M.
  • Personal CFO Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 16 quarters.
  • Personal CFO Solutions's Vanguard Dividend Appreciation ETF position peaked at $1.83M in Q3 2024.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.