Safeguard Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Safeguard Financial’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	$1.07M	Sell	5,490 -88	-2%	-$17.5K	0.23%	36
2024 Q4	$1.09M	Sell	5,578 -127	-2%	-$25.4K	0.24%	38
2024 Q3	$1.13M	Buy	5,705 +49	+0.9%	+$9.33K	0.27%	37
2024 Q2	$1.03M	Buy	5,656 +148	+3%	+$26.6K	0.29%	36
2024 Q1	$1.01M	Sell	5,508 -54	-1%	-$9.49K	0.33%	29
2023 Q4	$948K	Buy	5,562 +891	+19%	+$143K	0.36%	27
2023 Q3	$726K	Sell	4,671 -975	-17%	-$158K	0.35%	35
2023 Q2	$917K	Sell	5,646 -587	-9%	-$91.9K	0.44%	28
2023 Q1	$960K	Sell	6,233 -610	-9%	-$93.4K	0.58%	26
2022 Q4	$1.04M	Sell	6,843 -1,128	-14%	-$168K	0.74%	24
2022 Q3	$1.08M	Buy	7,971 +367	+5%	+$54.6K	1%	20
2022 Q2	$1.09M	Buy	7,604 +1,084	+17%	+$165K	1.3%	17
2022 Q1	$1.06M	Buy	+6,520	New	+$1.05M	1.58%	15

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

Safeguard Financial's VIG Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q1 2025, selling an estimated $17.5K and leaving 5,490 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #36.

Safeguard Financial first reported a position in VIG in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.13M in Q3 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Safeguard Financial held 5,490 shares of Vanguard Dividend Appreciation ETF worth $1.07M as of Q1 2025.
Safeguard Financial sold 88 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $17.5K.
Vanguard Dividend Appreciation ETF made up 0.23% of Safeguard Financial's portfolio in Q1 2025, its #36 holding.
Safeguard Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 13 quarters since.
Safeguard Financial's Vanguard Dividend Appreciation ETF position peaked at $1.13M in Q3 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.