Sensible Financial Planning & Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sensible Financial Planning & 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	-1,461	Closed	-$289K	–	47
2024 Q3	$289K	Buy	+1,461	New	+$278K	0.06%	46
2022 Q4	–	Sell	-1,693	Closed	-$229K	–	44
2022 Q3	$229K	Sell	1,693 -600	-26%	-$89.3K	0.06%	41
2022 Q2	$329K	Buy	+2,293	New	+$349K	0.08%	43
2016 Q4	–	Sell	-177	Closed	-$15K	–	68
2016 Q3	$15K	Hold	177	–	–	0.01%	50
2016 Q2	$15K	Hold	177	–	–	0.01%	53
2016 Q1	$14K	Sell	177 -238	-57%	-$18.2K	0.01%	50
2015 Q4	$32K	Hold	415	–	–	0.02%	47
2015 Q3	$31K	Hold	415	–	–	0.02%	49
2015 Q2	$33K	Buy	+415	New	+$33.6K	0.03%	45

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sensible Financial Planning & Management's VIG Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,461 shares — an estimated $289K sold.

Sensible Financial Planning & Management first reported a position in VIG in Q2 2015 and held it in 9 quarters. The position peaked at $329K in Q2 2022. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Sensible Financial Planning & Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Sensible Financial Planning & Management sold 1,461 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $289K.
Sensible Financial Planning & Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and held it in 9 quarters.
Sensible Financial Planning & Management's Vanguard Dividend Appreciation ETF position peaked at $329K in Q2 2022.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.