Sound Income Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-786
| Closed | -$170K | – | 2328 |
|
|
2026
Q1 | $170K | Buy |
786
+219
| +39% | +$48.8K | 0.01% | 456 |
|
|
2025
Q4 | $128K | Hold |
567
| – | – | 0.01% | 523 |
|
|
2025
Q3 | $123K | Sell |
567
-650
| -53% | -$136K | 0.01% | 372 |
|
|
2025
Q2 | $249K | Sell |
1,217
-30
| -2% | -$5.82K | 0.01% | 248 |
|
|
2025
Q1 | $242K | Buy |
1,247
+50
| +4% | +$9.94K | 0.01% | 256 |
|
|
2024
Q4 | $234K | Buy |
1,197
+81
| +7% | +$16.2K | 0.01% | 224 |
|
|
2024
Q3 | $221K | Sell |
1,116
-797
| -42% | -$152K | 0.01% | 235 |
|
|
2024
Q2 | $349K | Buy |
1,913
+722
| +61% | +$130K | 0.02% | 181 |
|
|
2024
Q1 | $217K | Sell |
1,191
-46
| -4% | -$8.08K | 0.02% | 205 |
|
|
2023
Q4 | $211K | Buy |
1,237
+570
| +85% | +$91.7K | 0.02% | 190 |
|
|
2023
Q3 | $104K | Buy |
667
+607
| +1,012% | +$98.4K | 0.01% | 206 |
|
|
2023
Q2 | $9.75K | Hold |
60
| – | – | ﹤0.01% | 581 |
|
|
2023
Q1 | $9.24K | Hold |
60
| – | – | ﹤0.01% | 572 |
|
|
2022
Q4 | $9.11K | Hold |
60
| – | – | ﹤0.01% | 537 |
|
|
2022
Q3 | $8K | Hold |
60
| – | – | ﹤0.01% | 517 |
|
|
2022
Q2 | $9K | Hold |
60
| – | – | ﹤0.01% | 495 |
|
|
2022
Q1 | $10K | Sell |
60
-100
| -63% | -$16.1K | ﹤0.01% | 488 |
|
|
2021
Q4 | $27K | Hold |
160
| – | – | ﹤0.01% | 325 |
|
|
2021
Q3 | $25K | Hold |
160
| – | – | ﹤0.01% | 316 |
|
|
2021
Q2 | $25K | Hold |
160
| – | – | ﹤0.01% | 312 |
|
|
2021
Q1 | $23.5K | Buy |
160
+60
| +60% | +$8.54K | ﹤0.01% | 331 |
|
|
2020
Q4 | $14K | Sell |
100
-700
| -88% | -$94.9K | ﹤0.01% | 394 |
|
|
2020
Q3 | $103K | Buy |
800
+700
| +700% | +$88.1K | 0.03% | 127 |
|
|
2020
Q2 | $12K | Sell |
100
-53
| -35% | -$6.03K | ﹤0.01% | 366 |
|
|
2020
Q1 | $16K | Hold |
153
| – | – | 0.01% | 284 |
|
|
2019
Q4 | $19K | Sell |
153
-47
| -24% | -$5.69K | 0.01% | 240 |
|
|
2019
Q3 | $24K | Hold |
200
| – | – | 0.01% | 200 |
|
|
2019
Q2 | $23K | Hold |
200
| – | – | 0.01% | 212 |
|
|
2019
Q1 | $22K | Hold |
200
| – | – | 0.01% | 220 |
|
|
2018
Q4 | $20K | Sell |
200
-17
| -8% | -$1.77K | 0.01% | 236 |
|
|
2018
Q3 | $24K | Buy |
217
+117
| +117% | +$12.6K | 0.01% | 220 |
|
|
2018
Q2 | $10K | Buy |
+100
| New | +$10.2K | 0.01% | 320 |
|
Other funds holding VIG
HWM
Sound Income Strategies's VIG Position: Q2 2026 in Review
Sound Income Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 786 shares — an estimated $170K sold.
Sound Income Strategies first reported a position in VIG in Q2 2018 and held it in 32 quarters. The position peaked at $349K in Q2 2024. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Sound Income Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 786 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $170K.
- Sound Income Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and held it in 32 quarters.
- Sound Income Strategies's Vanguard Dividend Appreciation ETF position peaked at $349K in Q2 2024.
- 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.