SOA Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SOA Wealth Advisors’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
2026 Q2	$216K	Hold	913	–	–	0.04%	198
2026 Q1	$196K	Hold	913	–	–	0.04%	200
2025 Q4	$201K	Hold	913	–	–	0.03%	204
2025 Q3	$197K	Buy	913 +600	+192%	+$126K	0.03%	208
2025 Q2	$64.1K	Hold	313	–	–	0.01%	327
2025 Q1	$60.7K	Hold	313	–	–	0.01%	319
2024 Q4	$61.3K	Hold	313	–	–	0.01%	307
2024 Q3	$62K	Sell	313 -105	-25%	-$20K	0.01%	290
2024 Q2	$76.3K	Buy	418 +105	+34%	+$18.9K	0.02%	269
2024 Q1	$57.2K	Hold	313	–	–	0.01%	288
2023 Q4	$53.3K	Buy	313 +283	+943%	+$45.5K	0.01%	290
2023 Q3	$4.66K	Hold	30	–	–	﹤0.01%	625
2023 Q2	$4.87K	Hold	30	–	–	﹤0.01%	627
2023 Q1	$4.62K	Hold	30	–	–	﹤0.01%	632
2022 Q4	$4.56K	Hold	30	–	–	﹤0.01%	635
2022 Q3	$4K	Hold	30	–	–	﹤0.01%	638
2022 Q2	$4K	Hold	30	–	–	﹤0.01%	625
2022 Q1	$4K	Hold	30	–	–	﹤0.01%	732
2021 Q4	$5K	Hold	30	–	–	﹤0.01%	673
2021 Q3	$4K	Sell	30 -43	-59%	-$6.85K	﹤0.01%	725
2021 Q2	$11K	Hold	73	–	–	﹤0.01%	567
2021 Q1	$10K	Buy	73 +19	+35%	+$2.7K	﹤0.01%	521
2020 Q4	$7K	Buy	+54	New	+$7.32K	﹤0.01%	571

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

SOA Wealth Advisors's VIG Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 913 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #198.

SOA Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 688 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

SOA Wealth Advisors held 913 shares of Vanguard Dividend Appreciation ETF worth $216K as of Q2 2026.
SOA Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #198 holding.
SOA Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
688 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.