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Private Portfolio Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$3.34M Sell
17,055
-530
-3% -$106K 0.61% 33
2024
Q3 		$3.48M Buy
+17,585
New +$3.35M 0.65% 32
2024
Q2 		– Sell
-17,643
Closed -$3.22M – 258
2024
Q1 		$3.22M Sell
17,643
-157
-0.9% -$27.6K 0.67% 30
2023
Q4 		$3.03M Buy
17,800
+110
+0.6% +$17.7K 0.7% 30
2023
Q3 		$2.75M Buy
17,690
+327
+2% +$53K 0.71% 28
2023
Q2 		$2.82M Sell
17,363
-240
-1% -$37.6K 0.72% 27
2023
Q1 		$2.71M Sell
17,603
-298
-2% -$45.7K 0.73% 27
2022
Q4 		$2.72M Sell
17,901
-336
-2% -$50.1K 0.72% 32
2022
Q3 		$2.46M Sell
18,237
-687
-4% -$102K 0.7% 31
2022
Q2 		$2.72M Sell
18,924
-246
-1% -$37.4K 0.76% 30
2022
Q1 		$3.11M Sell
19,170
-544
-3% -$87.8K 0.77% 28
2021
Q4 		$3.39M Buy
19,714
+107
+0.5% +$17.6K 0.87% 23
2021
Q3 		$3.01M Sell
19,607
-27
-0.1% -$4.3K 0.86% 25
2021
Q2 		$3.04M Buy
19,634
+6
+0% +$921 0.88% 25
2021
Q1 		$2.89M Sell
19,628
-326
-2% -$46.4K 0.94% 23
2020
Q4 		$2.82M Buy
19,954
+52
+0.3% +$7.05K 1% 24
2020
Q3 		$2.56M Sell
19,902
-443
-2% -$55.7K 1.04% 21
2020
Q2 		$2.38M Sell
20,345
-555
-3% -$63.2K 1.1% 20
2020
Q1 		$2.16M Sell
20,900
-223
-1% -$26.6K 1.15% 21
2019
Q4 		$2.63M Sell
21,123
-191
-0.9% -$23.1K 1.14% 18
2019
Q3 		$2.55M Buy
21,314
+431
+2% +$50.8K 1.2% 18
2019
Q2 		$2.4M Buy
20,883
+495
+2% +$55.5K 1.03% 22
2019
Q1 		$2.23M Buy
20,388
+1,022
+5% +$108K 1.18% 17
2018
Q4 		$1.9M Buy
+19,366
New +$2.02M 1.17% 19

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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

Private Portfolio Partners's VIG Position: Q4 2024 in Review

Private Portfolio Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3% in Q4 2024, selling an estimated $106K and leaving 17,055 shares worth $3.34M. The position accounts for 0.61% of the portfolio, ranked #33.

Private Portfolio Partners first reported a position in VIG in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.48M in Q3 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Private Portfolio Partners held 17,055 shares of Vanguard Dividend Appreciation ETF worth $3.34M as of Q4 2024.
  • Private Portfolio Partners sold 530 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $106K.
  • Vanguard Dividend Appreciation ETF made up 0.61% of Private Portfolio Partners's portfolio in Q4 2024, its #33 holding.
  • Private Portfolio Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's Vanguard Dividend Appreciation ETF position peaked at $3.48M in Q3 2024.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.