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

SignalPoint 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	$377K	Sell	1,925 -452	-19%	-$90.2K	0.09%	165
2024 Q3	$469K	Sell	2,377 -99	-4%	-$18.9K	0.11%	161
2024 Q2	$452K	Sell	2,476 -190	-7%	-$34.2K	0.12%	159
2024 Q1	$487K	Sell	2,666 -6	-0.2%	-$1.05K	0.13%	144
2023 Q4	$455K	Buy	2,672 +26	+1%	+$4.18K	0.13%	142
2023 Q3	$411K	Sell	2,646 -123	-4%	-$19.9K	0.13%	142
2023 Q2	$450K	Sell	2,769 -24	-0.9%	-$3.76K	0.14%	138
2023 Q1	$430K	Sell	2,793 -10	-0.4%	-$1.53K	0.14%	142
2022 Q4	$426K	Sell	2,803 -30	-1%	-$4.47K	0.15%	139
2022 Q3	$383K	Sell	2,833 -6	-0.2%	-$893	0.15%	134
2022 Q2	$407K	Buy	2,839 +130	+5%	+$19.8K	0.15%	137
2022 Q1	$439K	Sell	2,709 -6	-0.2%	-$968	0.14%	138
2021 Q4	$466K	Buy	2,715 +156	+6%	+$25.7K	0.14%	137
2021 Q3	$393K	Sell	2,559 -233	-8%	-$37.1K	0.13%	150
2021 Q2	$432K	Buy	+2,792	New	+$429K	0.14%	147

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

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

SignalPoint Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q4 2024, selling an estimated $90.2K and leaving 1,925 shares worth $377K. The position accounts for 0.09% of the portfolio, ranked #165.

SignalPoint Asset Management first reported a position in VIG in Q2 2021 and has held it in 15 quarters since. The position peaked at $487K in Q1 2024. 2,321 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

SignalPoint Asset Management held 1,925 shares of Vanguard Dividend Appreciation ETF worth $377K as of Q4 2024.
SignalPoint Asset Management sold 452 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $90.2K.
Vanguard Dividend Appreciation ETF made up 0.09% of SignalPoint Asset Management's portfolio in Q4 2024, its #165 holding.
SignalPoint Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 15 quarters since.
SignalPoint Asset Management's Vanguard Dividend Appreciation ETF position peaked at $487K in Q1 2024.
2,321 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.