Strategic Family Wealth Counselors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategic Family Wealth Counselors’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
2024 Q4	–	Sell	-1,099	Closed	-$218K	–	146
2024 Q3	$218K	Hold	1,099	–	–	0.08%	125
2024 Q2	$201K	Sell	1,099 -254	-19%	-$45.7K	0.08%	120
2024 Q1	$247K	Buy	+1,353	New	+$238K	0.1%	103
2022 Q1	–	Sell	-1,200	Closed	-$206K	–	109
2021 Q4	$206K	Buy	+1,200	New	+$198K	0.07%	100

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Strategic Family Wealth Counselors's VIG Position: Q4 2024 in Review

Strategic Family Wealth Counselors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,099 shares — an estimated $218K sold.

Strategic Family Wealth Counselors first reported a position in VIG in Q4 2021 and held it in 4 quarters. The position peaked at $247K in Q1 2024. 2,318 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Strategic Family Wealth Counselors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Strategic Family Wealth Counselors sold 1,099 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $218K.
Strategic Family Wealth Counselors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 4 quarters.
Strategic Family Wealth Counselors's Vanguard Dividend Appreciation ETF position peaked at $247K in Q1 2024.
2,318 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2024, filed 7 Feb 2025.