Spectrum Wealth Advisory Group
VIG icon

Spectrum Wealth Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Spectrum Wealth Advisory Group’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
Q3 		– Sell
-90
Closed -$21.2K – 484
2026
Q2 		$21.2K Buy
+90
New +$20.7K 0.01% 202

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HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Spectrum Wealth Advisory Group's VIG Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2026, closing a stake of 90 shares — an estimated $21.2K sold.

Spectrum Wealth Advisory Group first reported a position in VIG in Q2 2026 and held it in 1 quarter. The position peaked at $21.2K in Q2 2026. 1,815 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Spectrum Wealth Advisory Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2026 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 90 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $21.2K.
  • Spectrum Wealth Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2026 and held it in 1 quarter.
  • Spectrum Wealth Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $21.2K in Q2 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.