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

Power Wealth Management’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	$1.62M	Sell	7,554 -244	-3%	-$54.4K	0.6%	32
2025 Q4	$1.71M	Sell	7,798 -1,021	-12%	-$223K	0.6%	32
2025 Q3	$1.9M	Sell	8,819 -391	-4%	-$82.1K	0.69%	31
2025 Q2	$1.89M	Sell	9,210 -1,065	-10%	-$206K	0.72%	33
2025 Q1	$1.99M	Sell	10,275 -4,168	-29%	-$829K	0.81%	28
2024 Q4	$2.83M	Sell	14,443 -998	-6%	-$199K	1.18%	20
2024 Q3	$3.06M	Sell	15,441 -1,064	-6%	-$203K	1.31%	18
2024 Q2	$3.01M	Sell	16,505 -2,679	-14%	-$482K	1.44%	19
2024 Q1	$3.5M	Sell	19,184 -3,029	-14%	-$532K	2.2%	13
2023 Q4	$3.79M	Buy	+22,213	New	+$3.57M	2.63%	12

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

Power Wealth Management's VIG Position: Q1 2026 in Review

Power Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q1 2026, selling an estimated $54.4K and leaving 7,554 shares worth $1.62M. The position accounts for 0.6% of the portfolio, ranked #32.

Power Wealth Management first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.79M in Q4 2023. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Power Wealth Management held 7,554 shares of Vanguard Dividend Appreciation ETF worth $1.62M as of Q1 2026.
Power Wealth Management sold 244 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $54.4K.
Vanguard Dividend Appreciation ETF made up 0.6% of Power Wealth Management's portfolio in Q1 2026, its #32 holding.
Power Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $3.79M in Q4 2023.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.