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

SK Wealth 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
2025 Q4	–	Sell	-1,187	Closed	-$257K	–	87
2025 Q3	$257K	Buy	1,187 +5	+0.4%	+$1.05K	0.1%	75
2025 Q2	$245K	Buy	1,182 +5	+0.4%	+$969	0.11%	69
2025 Q1	$212K	Buy	1,177 +5	+0.4%	+$994	0.11%	69
2024 Q4	$229K	Hold	1,172	–	–	0.12%	62
2024 Q3	$232K	Buy	+1,172	New	+$223K	0.12%	62

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

SK Wealth Management's VIG Position: Q4 2025 in Review

SK Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,187 shares — an estimated $257K sold.

SK Wealth Management first reported a position in VIG in Q3 2024 and held it in 5 quarters. The position peaked at $257K in Q3 2025. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

SK Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
SK Wealth Management sold 1,187 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $257K.
SK Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and held it in 5 quarters.
SK Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $257K in Q3 2025.
2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on SK Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.