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

Proquility Private Wealth 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
2025 Q1	–	Sell	-10,698	Closed	-$2.09M	–	93
2024 Q4	$2.09M	Buy	10,698 +2,646	+33%	+$528K	0.67%	45
2024 Q3	$1.59M	Buy	8,052 +5,557	+223%	+$1.06M	0.51%	56
2024 Q2	$455K	Buy	+2,495	New	+$449K	0.16%	81
2024 Q1	–	Sell	-2,715	Closed	-$463K	–	88
2023 Q4	$463K	Buy	+2,715	New	+$437K	0.18%	81
2023 Q1	–	Sell	-5,335	Closed	-$810K	–	102
2022 Q4	$810K	Buy	+5,335	New	+$795K	0.33%	68

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Proquility Private Wealth Partners's VIG Position: Q1 2025 in Review

Proquility Private Wealth Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 10,698 shares — an estimated $2.09M sold.

Proquility Private Wealth Partners first reported a position in VIG in Q4 2022 and held it in 5 quarters. The position peaked at $2.09M in Q4 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Proquility Private Wealth Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Proquility Private Wealth Partners sold 10,698 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $2.09M.
Proquility Private Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 5 quarters.
Proquility Private Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $2.09M in Q4 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.