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

Physician 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 Q1	$504K	Sell	2,342 -17	-0.7%	-$3.79K	0.07%	106
2025 Q4	$518K	Buy	2,359 +14	+0.6%	+$3.06K	0.07%	102
2025 Q3	$506K	Sell	2,345 -16	-0.7%	-$3.36K	0.07%	104
2025 Q2	$483K	Sell	2,361 -25	-1%	-$4.84K	0.08%	100
2025 Q1	$463K	Sell	2,386 -121	-5%	-$24.1K	0.08%	100
2024 Q4	$491K	Buy	2,507 +2	+0.1%	+$399	0.08%	98
2024 Q3	$501K	Buy	2,505 +34	+1%	+$6.47K	0.09%	94
2024 Q2	$471K	Sell	2,471 -88	-3%	-$15.8K	0.09%	95
2024 Q1	$445K	Sell	2,559 -611	-19%	-$107K	0.09%	95
2023 Q4	$547K	Buy	3,170 +550	+21%	+$88.5K	0.12%	83
2023 Q3	$409K	Sell	2,620 -10	-0.4%	-$1.62K	0.11%	89
2023 Q2	$427K	Buy	2,630 +8	+0.3%	+$1.25K	0.11%	87
2023 Q1	$411K	Buy	2,622 +297	+13%	+$45.5K	0.11%	88
2022 Q4	$360K	Buy	2,325 +24	+1%	+$3.58K	0.1%	93
2022 Q3	$327K	Buy	2,301 +858	+59%	+$128K	0.1%	101
2022 Q2	$221K	Buy	1,443 +111	+8%	+$16.9K	0.06%	139
2022 Q1	$211K	Buy	+1,332	New	+$215K	0.06%	145

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

Physician Wealth Advisors's VIG Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.72% in Q1 2026, selling an estimated $3.79K and leaving 2,342 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #106.

Physician Wealth Advisors first reported a position in VIG in Q1 2022 and has held it in 17 quarters since. The position peaked at $547K in Q4 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Physician Wealth Advisors held 2,342 shares of Vanguard Dividend Appreciation ETF worth $504K as of Q1 2026.
Physician Wealth Advisors sold 17 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.79K.
Vanguard Dividend Appreciation ETF made up 0.07% of Physician Wealth Advisors's portfolio in Q1 2026, its #106 holding.
Physician Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 17 quarters since.
Physician Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $547K in Q4 2023.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.