Selway Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Selway Asset Management’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	–	Sell	-1,190	Closed	-$236K	–	81
2024 Q3	$236K	Hold	1,190	–	–	0.09%	70
2024 Q2	$217K	Hold	1,190	–	–	0.09%	73
2024 Q1	$217K	Hold	1,190	–	–	0.09%	76
2023 Q4	$203K	Buy	+1,190	New	+$191K	0.09%	77
2023 Q1	–	Sell	-1,353	Closed	-$205K	–	79
2022 Q4	$205K	Buy	1,353 +163	+14%	+$24.3K	0.11%	71
2022 Q3	$161K	Buy	+1,190	New	+$177K	0.09%	67

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HWM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Selway Asset Management's VIG Position: Q4 2024 in Review

Selway Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,190 shares — an estimated $236K sold.

Selway Asset Management first reported a position in VIG in Q3 2022 and held it in 6 quarters. The position peaked at $236K in Q3 2024. 2,323 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Selway Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Selway Asset Management sold 1,190 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $236K.
Selway Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and held it in 6 quarters.
Selway Asset Management's Vanguard Dividend Appreciation ETF position peaked at $236K in Q3 2024.
2,323 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Selway Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.