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Priebe Wealth Holdings’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Priebe Wealth Holdings’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
2025
Q2 		$511K Hold
2,495
– – 0.44% 38
2025
Q1 		$484K Sell
2,495
-23
-0.9% -$4.57K 0.3% 40
2024
Q4 		$493K Sell
2,518
-47
-2% -$9.38K 0.33% 39
2024
Q3 		$508K Sell
2,565
-15
-0.6% -$2.86K 0.37% 34
2024
Q2 		$471K Sell
2,580
-106
-4% -$19.1K 0.37% 32
2024
Q1 		$490K Hold
2,686
– – 0.38% 30
2023
Q4 		$458K Buy
+2,686
New +$432K 0.38% 37

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Priebe Wealth Holdings's VIG Position: Q2 2025 in Review

Priebe Wealth Holdings held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2025 at 2,495 shares worth $511K. The position accounts for 0.44% of the portfolio, ranked #38.

Priebe Wealth Holdings first reported a position in VIG in Q4 2023 and has held it in 7 quarters since. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Priebe Wealth Holdings held 2,495 shares of Vanguard Dividend Appreciation ETF worth $511K as of Q2 2025.
  • Priebe Wealth Holdings left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2025.
  • Vanguard Dividend Appreciation ETF made up 0.44% of Priebe Wealth Holdings's portfolio in Q2 2025, its #38 holding.
  • Priebe Wealth Holdings first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 7 quarters since.
  • 2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.