Proficio Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Proficio Capital 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
2026 Q1	$695K	Sell	3,230 -4,181	-56%	-$932K	0.04%	155
2025 Q4	$1.63M	Buy	7,411 +34	+0.5%	+$7.43K	0.11%	93
2025 Q3	$1.59M	Sell	7,377 -3,775	-34%	-$793K	0.11%	81
2025 Q2	$2.28M	Sell	11,152 -2,000	-15%	-$388K	0.14%	92
2025 Q1	$2.55M	Buy	13,152 +144	+1%	+$28.6K	0.2%	74
2024 Q4	$2.55M	Buy	13,008 +714	+6%	+$143K	0.21%	66
2024 Q3	$2.44M	Buy	12,294 +43	+0.4%	+$8.19K	0.24%	64
2024 Q2	$2.24M	Hold	12,251	–	–	0.23%	67
2024 Q1	$2.24M	Buy	12,251 +37	+0.3%	+$6.5K	0.25%	67
2023 Q4	$2.08M	Buy	12,214 +90	+0.7%	+$14.5K	0.26%	57
2023 Q3	$1.88M	Buy	12,124 +3,494	+40%	+$566K	0.25%	54
2023 Q2	$1.4M	Buy	+8,630	New	+$1.35M	0.19%	68
2020 Q3	–	Sell	-2,810	Closed	-$329K	–	191
2020 Q2	$329K	Hold	2,810	–	–	0.07%	111
2020 Q1	$294K	Sell	2,810 -1,280	-31%	-$153K	0.07%	117
2019 Q4	$510K	Buy	4,090 +1,670	+69%	+$202K	0.15%	79
2019 Q3	$289K	Sell	2,420 -4,500	-65%	-$531K	0.11%	101
2019 Q2	$797K	Hold	6,920	–	–	0.27%	60
2019 Q1	$759K	Sell	6,920 -3,895	-36%	-$411K	0.27%	63
2018 Q4	$1.06M	Buy	10,815 +3,995	+59%	+$417K	0.47%	47
2018 Q3	$755K	Sell	6,820 -905	-12%	-$97.3K	0.25%	60
2018 Q2	$785K	Sell	7,725 -7,192	-48%	-$733K	0.32%	60
2018 Q1	$1.51M	Sell	14,917 -13,940	-48%	-$1.45M	0.44%	40
2017 Q4	$2.94M	Buy	28,857 +980	+4%	+$96.5K	0.95%	19
2017 Q3	$2.64M	Sell	27,877 -721	-3%	-$67.3K	1.07%	21
2017 Q2	$2.67M	Buy	28,598 +4,115	+17%	+$378K	1.11%	19
2017 Q1	$2.24M	Buy	24,483 +19,323	+374%	+$1.71M	0.98%	21
2016 Q4	$440K	Hold	5,160	–	–	0.19%	97
2016 Q3	$433K	Hold	5,160	–	–	0.25%	89
2016 Q2	$439K	Buy	5,160 +3,340	+184%	+$273K	0.28%	84
2016 Q1	$148K	Buy	1,820 +590	+48%	+$45.2K	0.12%	116
2015 Q4	$96K	Buy	+1,230	New	+$96K	0.09%	107

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

Proficio Capital Partners's VIG Position: Q1 2026 in Review

Proficio Capital Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 56% in Q1 2026, selling an estimated $932K and leaving 3,230 shares worth $695K. The position accounts for 0.04% of the portfolio, ranked #155.

Proficio Capital Partners first reported a position in VIG in Q4 2015 and has held it in 31 quarters since. The position peaked at $2.94M in Q4 2017. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Proficio Capital Partners held 3,230 shares of Vanguard Dividend Appreciation ETF worth $695K as of Q1 2026.
Proficio Capital Partners sold 4,181 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $932K.
Vanguard Dividend Appreciation ETF made up 0.04% of Proficio Capital Partners's portfolio in Q1 2026, its #155 holding.
Proficio Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 31 quarters since.
Proficio Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $2.94M in Q4 2017.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.