Phoenix Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Phoenix Wealth Advisors’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	$411K	Buy	1,737 +750	+76%	+$172K	0.14%	98
2026 Q1	$212K	Hold	987	–	–	0.08%	120
2025 Q4	$217K	Hold	987	–	–	0.08%	120
2025 Q3	$213K	Hold	987	–	–	0.08%	126
2025 Q2	$202K	Buy	+987	New	+$191K	0.08%	122
2024 Q3	–	Sell	-1,587	Closed	-$290K	–	126
2024 Q2	$290K	Buy	+1,587	New	+$286K	0.15%	104
2022 Q3	–	Sell	-1,405	Closed	-$202K	–	119
2022 Q2	$202K	Sell	1,405 -632	-31%	-$96.2K	0.2%	106
2022 Q1	$329K	Hold	2,037	–	–	0.34%	65
2021 Q4	$350K	Hold	2,037	–	–	0.26%	81
2021 Q3	$313K	Hold	2,037	–	–	0.23%	88
2021 Q2	$318K	Hold	2,037	–	–	0.23%	92
2021 Q1	$302K	Buy	2,037 +140	+7%	+$19.9K	0.23%	81
2020 Q4	$268K	Buy	+1,897	New	+$257K	0.2%	83

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

Phoenix Wealth Advisors's VIG Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 76% in Q2 2026, buying an estimated $172K and bringing the position to 1,737 shares worth $411K. The position accounts for 0.14% of the portfolio, ranked #98.

Phoenix Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 13 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Phoenix Wealth Advisors held 1,737 shares of Vanguard Dividend Appreciation ETF worth $411K as of Q2 2026.
Phoenix Wealth Advisors bought 750 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $172K.
Vanguard Dividend Appreciation ETF made up 0.14% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Phoenix Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 13 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.