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

Redwood Wealth Management Group’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 Q2	–	Sell	-1,204	Closed	-$259K	–	118
2026 Q1	$259K	Hold	1,204	–	–	0.11%	144
2025 Q4	$265K	Hold	1,204	–	–	0.11%	146
2025 Q3	$260K	Hold	1,204	–	–	0.11%	149
2025 Q2	$246K	Hold	1,204	–	–	0.11%	157
2025 Q1	$234K	Hold	1,204	–	–	0.12%	144
2024 Q4	$236K	Hold	1,204	–	–	0.11%	144
2024 Q3	$238K	Hold	1,204	–	–	0.12%	144
2024 Q2	$220K	Buy	+1,204	New	+$217K	0.17%	110

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Redwood Wealth Management Group's VIG Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 1,204 shares — an estimated $259K sold.

Redwood Wealth Management Group first reported a position in VIG in Q2 2024 and held it in 8 quarters. The position peaked at $265K in Q4 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Redwood Wealth Management Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 1,204 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $259K.
Redwood Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 8 quarters.
Redwood Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $265K in Q4 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.