Plotkin Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Plotkin Financial 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	$10.3M	Buy	43,511 +497	+1%	+$114K	4.27%	6
2026 Q1	$9.25M	Buy	43,014 +146	+0.3%	+$32.5K	4.65%	5
2025 Q4	$9.42M	Sell	42,868 -250	-0.6%	-$54.6K	4.6%	5
2025 Q3	$9.3M	Buy	43,118 +1,666	+4%	+$350K	4.6%	6
2025 Q2	$8.48M	Buy	41,452 +759	+2%	+$147K	4.68%	7
2025 Q1	$7.89M	Buy	40,693 +350	+0.9%	+$69.6K	4.85%	5
2024 Q4	$7.9M	Buy	40,343 +637	+2%	+$127K	4.69%	6
2024 Q3	$7.86M	Sell	39,706 -183	-0.5%	-$34.8K	4.71%	6
2024 Q2	$7.28M	Buy	39,889 +397	+1%	+$71.5K	4.68%	6
2024 Q1	$7.21M	Buy	39,492 +951	+2%	+$167K	4.78%	6
2023 Q4	$6.57M	Buy	38,541 +557	+1%	+$89.6K	4.99%	4
2023 Q3	$5.9M	Buy	37,984 +293	+0.8%	+$47.5K	5.19%	3
2023 Q2	$6.12M	Buy	37,691 +974	+3%	+$153K	5.09%	3
2023 Q1	$5.65M	Sell	36,717 -524	-1%	-$80.3K	5.26%	4
2022 Q4	$5.66M	Buy	37,241 +208	+0.6%	+$31K	5.74%	4
2022 Q3	$5.01M	Buy	37,033 +682	+2%	+$101K	5.07%	6
2022 Q2	$5.22M	Sell	36,351 -1,608	-4%	-$245K	4.96%	6
2022 Q1	$6.16M	Buy	37,959 +1,303	+4%	+$210K	4.3%	7
2021 Q4	$6.3M	Buy	36,656 +2,277	+7%	+$375K	3.98%	7
2021 Q3	$5.28M	Buy	34,379 +3,788	+12%	+$604K	3.14%	11
2021 Q2	$4.74M	Buy	30,591 +1,268	+4%	+$195K	2.62%	13
2021 Q1	$4.31M	Sell	29,323 -1,391	-5%	-$198K	2.64%	13
2020 Q4	$4.34M	Buy	30,714 +1,378	+5%	+$187K	2.86%	15
2020 Q3	$3.77M	Sell	29,336 -7,587	-21%	-$955K	4.15%	7
2020 Q2	$4.33M	Sell	36,923 -605	-2%	-$68.9K	3.67%	10
2020 Q1	$3.88M	Sell	37,528 -318	-0.8%	-$37.9K	4.71%	7
2019 Q4	$4.72M	Buy	+37,846	New	+$4.58M	4.39%	6

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

Plotkin Financial Advisors's VIG Position: Q2 2026 in Review

Plotkin Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q2 2026, buying an estimated $114K and bringing the position to 43,511 shares worth $10.3M. The position accounts for 4.27% of the portfolio, ranked #6.

Plotkin Financial Advisors first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Plotkin Financial Advisors held 43,511 shares of Vanguard Dividend Appreciation ETF worth $10.3M as of Q2 2026.
Plotkin Financial Advisors bought 497 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $114K.
Vanguard Dividend Appreciation ETF made up 4.27% of Plotkin Financial Advisors's portfolio in Q2 2026, its #6 holding.
Plotkin Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.