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Sugarloaf Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sugarloaf Wealth Management’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 		$524K Sell
2,677
-43
-2% -$8.59K 0.1% 91
2024
Q3 		$539K Buy
2,720
+7
+0.3% +$1.33K 0.1% 86
2024
Q2 		$495K Hold
2,713
– – 0.1% 83
2024
Q1 		$495K Buy
2,713
+5
+0.2% +$878 0.1% 88
2023
Q4 		$461K Sell
2,708
-2,374
-47% -$382K 0.11% 87
2023
Q3 		$790K Buy
5,082
+6
+0.1% +$973 0.2% 60
2023
Q2 		$824K Buy
5,076
+1,306
+35% +$205K 0.19% 60
2023
Q1 		$581K Sell
3,770
-1
-0% -$153 0.14% 70
2022
Q4 		$573K Sell
3,771
-585
-13% -$87.2K 0.14% 67
2022
Q3 		$589K Buy
4,356
+280
+7% +$41.7K 0.15% 67
2022
Q2 		$585K Hold
4,076
– – 0.15% 66
2022
Q1 		$661K Hold
4,076
– – 0.16% 58
2021
Q4 		$700K Sell
4,076
-4,369
-52% -$720K 0.17% 58
2021
Q3 		$1.3M Buy
8,445
+1
+0% +$159 0.34% 39
2021
Q2 		$1.31M Buy
8,444
+2
+0% +$307 0.36% 39
2021
Q1 		$1.24K Sell
8,442
-52
-0.6% -$7.4K 0.37% 38
2020
Q4 		$1.2M Buy
8,494
+2
+0% +$271 0.4% 39
2020
Q3 		$1.09M Sell
8,492
-1,047
-11% -$132K 0.4% 41
2020
Q2 		$1.12M Hold
9,539
– – 0.43% 37
2020
Q1 		$986K Sell
9,539
-104
-1% -$12.4K 0.44% 36
2019
Q4 		$1.2M Buy
+9,643
New +$1.17M 0.51% 32

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Sugarloaf Wealth Management's VIG Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q4 2024, selling an estimated $8.59K and leaving 2,677 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #91.

Sugarloaf Wealth Management first reported a position in VIG in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.31M in Q2 2021. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Sugarloaf Wealth Management held 2,677 shares of Vanguard Dividend Appreciation ETF worth $524K as of Q4 2024.
  • Sugarloaf Wealth Management sold 43 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $8.59K.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #91 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.31M in Q2 2021.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.