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Successful Portfolios’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Successful Portfolios’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 		$2.15M Buy
9,018
+312
+4% +$71.6K 1.01% 24
2026
Q1 		$1.87M Buy
8,706
+771
+10% +$172K 1.03% 23
2025
Q4 		$1.78M Buy
7,935
+227
+3% +$49.6K 0.91% 27
2025
Q3 		$1.66M Buy
7,708
+2,274
+42% +$478K 0.97% 26
2025
Q2 		$1.11M Buy
5,434
+711
+15% +$138K 0.68% 37
2025
Q1 		$916K Buy
4,723
+106
+2% +$21.1K 0.62% 40
2024
Q4 		$904K Buy
4,617
+46
+1% +$9.18K 0.6% 41
2024
Q3 		$905K Buy
4,571
+107
+2% +$20.4K 0.61% 40
2024
Q2 		$815K Sell
4,464
-1,075
-19% -$193K 0.57% 40
2024
Q1 		$1.01M Buy
5,539
+283
+5% +$49.7K 0.69% 37
2023
Q4 		$896K Buy
5,256
+2
+0% +$322 0.67% 36
2023
Q3 		$816K Buy
5,254
+20
+0.4% +$3.24K 0.72% 35
2023
Q2 		$850K Sell
5,234
-3,391
-39% -$531K 0.73% 35
2023
Q1 		$1.33M Buy
8,625
+467
+6% +$71.5K 0.83% 28
2022
Q4 		$1.24M Buy
8,158
+869
+12% +$130K 0.81% 29
2022
Q3 		$985K Buy
7,289
+89
+1% +$13.2K 0.71% 35
2022
Q2 		$1.03M Buy
7,200
+325
+5% +$49.5K 0.7% 36
2022
Q1 		$1.11M Buy
6,875
+500
+8% +$80.7K 0.63% 38
2021
Q4 		$1.09M Buy
6,375
+73
+1% +$12K 0.6% 41
2021
Q3 		$968K Sell
6,302
-280
-4% -$44.6K 0.58% 43
2021
Q2 		$1.02M Buy
6,582
+15
+0.2% +$2.3K 0.62% 41
2021
Q1 		$966K Buy
6,567
+1,360
+26% +$193K 0.64% 43
2020
Q4 		$735K Buy
5,207
+5
+0.1% +$678 0.53% 51
2020
Q3 		$669K Sell
5,202
-30
-0.6% -$3.77K 0.53% 50
2020
Q2 		$613K Buy
5,232
+1,020
+24% +$116K 0.54% 54
2020
Q1 		$435K Buy
4,212
+647
+18% +$77.2K 0.44% 70
2019
Q4 		$444K Sell
3,565
-596
-14% -$72.1K 0.4% 66
2019
Q3 		$498K Buy
4,161
+6
+0.1% +$708 0.47% 61
2019
Q2 		$478K Sell
4,155
-68
-2% -$7.63K 0.51% 58
2019
Q1 		$463K Sell
4,223
-40
-0.9% -$4.22K 0.51% 61
2018
Q4 		$418K Sell
4,263
-420
-9% -$43.8K 0.53% 59
2018
Q3 		$518K Buy
4,683
+970
+26% +$104K 0.56% 51
2018
Q2 		$377K Hold
3,713
– – 0.44% 74
2018
Q1 		$375K Buy
3,713
+220
+6% +$22.8K 0.46% 69
2017
Q4 		$356K Buy
+3,493
New +$344K 0.44% 75

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return