Pioneer Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pioneer Wealth Management 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
2026 Q2	$258K	Sell	1,089 -300	-22%	-$68.9K	0.06%	50
2026 Q1	$299K	Sell	1,389 -171	-11%	-$38.1K	0.08%	45
2025 Q4	$343K	Sell	1,560 -192	-11%	-$42K	0.1%	48
2025 Q3	$378K	Buy	1,752 +211	+14%	+$44.3K	0.12%	41
2025 Q2	$315K	Buy	+1,541	New	+$299K	0.12%	40
2024 Q2	–	Sell	-1,540	Closed	-$281K	–	42
2024 Q1	$281K	Sell	1,540 -31	-2%	-$5.45K	0.16%	32
2023 Q4	$268K	Sell	1,571 -68	-4%	-$10.9K	0.17%	31
2023 Q3	$255K	Sell	1,639 -43	-3%	-$6.97K	0.19%	33
2023 Q2	$273K	Sell	1,682 -18	-1%	-$2.82K	0.22%	32
2023 Q1	$262K	Sell	1,700 -75	-4%	-$11.5K	0.23%	30
2022 Q4	$270K	Buy	+1,775	New	+$265K	0.25%	32

Other funds holding VIG

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return