Spectrum Wealth Counsel’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
2025
Q1
$56.9K Sell
294
-27
-8% -$5.37K 0.01% 163
2024
Q4
$62.8K Buy
321
+33
+11% +$6.59K 0.01% 160
2024
Q3
$56.9K Hold
288
0.01% 165
2024
Q2
$52.5K Sell
288
-11
-4% -$1.98K 0.01% 197
2024
Q1
$54.5K Sell
299
-7,431
-96% -$1.31M 0.01% 204
2023
Q4
$1.32M Buy
+7,730
New +$1.24M 0.18% 75

Other funds holding VIG

Spectrum Wealth Counsel's VIG Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.4% in Q1 2025, selling an estimated $5.37K and leaving 294 shares worth $56.9K. The position accounts for 0.01% of the portfolio, ranked #163.

Spectrum Wealth Counsel first reported a position in VIG in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2023. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Spectrum Wealth Counsel held 294 shares of Vanguard Dividend Appreciation ETF worth $56.9K as of Q1 2025.
  • Spectrum Wealth Counsel sold 27 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $5.37K.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #163 holding.
  • Spectrum Wealth Counsel first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q4 2023.
  • 2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.