Sunbelt Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Sell |
7,624
-143
| -2% | -$31.9K | 0.1% | 174 |
|
|
2025
Q4 | $1.71M | Sell |
7,767
-2,417
| -24% | -$528K | 0.11% | 150 |
|
|
2025
Q3 | $2.2M | Buy |
10,184
+3,676
| +56% | +$772K | 0.15% | 120 |
|
|
2025
Q2 | $1.27M | Sell |
6,508
-1
| -0% | -$194 | 0.11% | 169 |
|
|
2025
Q1 | $1.26M | Buy |
6,509
+1
| +0% | +$199 | 0.11% | 151 |
|
|
2024
Q4 | $1.27M | Buy |
6,508
+120
| +2% | +$24K | 0.11% | 171 |
|
|
2024
Q3 | $1.27M | Buy |
6,388
+40
| +0.6% | +$7.62K | 0.12% | 170 |
|
|
2024
Q2 | $1.16M | Buy |
6,348
+80
| +1% | +$14.4K | 0.12% | 169 |
|
|
2024
Q1 | $1.14M | Sell |
6,268
-35
| -0.6% | -$6.15K | 0.13% | 164 |
|
|
2023
Q4 | $1.07M | Buy |
6,303
+128
| +2% | +$20.6K | 0.14% | 167 |
|
|
2023
Q3 | $960K | Sell |
6,175
-38
| -0.6% | -$6.16K | 0.13% | 170 |
|
|
2023
Q2 | $1.01M | Sell |
6,213
-152
| -2% | -$23.8K | 0.15% | 154 |
|
|
2023
Q1 | $968K | Sell |
6,365
-267
| -4% | -$40.9K | 0.16% | 147 |
|
|
2022
Q4 | $1.01M | Sell |
6,632
-20
| -0.3% | -$2.98K | 0.2% | 134 |
|
|
2022
Q3 | $899K | Buy |
6,652
+518
| +8% | +$77.1K | 0.19% | 137 |
|
|
2022
Q2 | $880K | Buy |
6,134
+695
| +13% | +$106K | 0.19% | 134 |
|
|
2022
Q1 | $893K | Sell |
5,439
-662
| -11% | -$107K | 0.16% | 159 |
|
|
2021
Q4 | $995K | Buy |
6,101
+472
| +8% | +$77.8K | 0.16% | 149 |
|
|
2021
Q3 | $885K | Hold |
5,629
| – | – | 0.16% | 152 |
|
|
2021
Q2 | $885K | Buy |
5,629
+337
| +6% | +$51.7K | 0.16% | 152 |
|
|
2021
Q1 | $778K | Buy |
5,292
+255
| +5% | +$36.3K | 0.15% | 170 |
|
|
2020
Q4 | $711K | Buy |
5,037
+7
| +0.1% | +$949 | 0.15% | 176 |
|
|
2020
Q3 | $647K | Sell |
5,030
-26,179
| -84% | -$3.29M | 0.18% | 148 |
|
|
2020
Q2 | $567K | Buy |
+31,209
| New | +$3.55M | 0.19% | 135 |
|
|
2020
Q1 | – | Sell |
-5,005
| Closed | -$624K | – | 645 |
|
|
2019
Q4 | $624K | Buy |
5,005
+13
| +0.3% | +$1.57K | 0.07% | 268 |
|
|
2019
Q3 | $597K | Buy |
4,992
+2,990
| +149% | +$353K | 0.07% | 263 |
|
|
2019
Q2 | $231K | Sell |
2,002
-277
| -12% | -$31.1K | 0.1% | 239 |
|
|
2019
Q1 | $250K | Buy |
+2,279
| New | +$240K | 0.13% | 196 |
|
|
2017
Q2 | – | Sell |
-2,817
| Closed | -$253K | – | 92 |
|
|
2017
Q1 | $253K | Sell |
2,817
-412
| -13% | -$36.5K | 0.38% | 72 |
|
|
2016
Q4 | $275K | Buy |
3,229
+12
| +0.4% | +$1.01K | 0.42% | 63 |
|
|
2016
Q3 | $270K | Buy |
3,217
+9
| +0.3% | +$763 | 0.33% | 71 |
|
|
2016
Q2 | $267K | Buy |
+3,208
| New | +$262K | 0.35% | 73 |
|
Other funds holding VIG
VGA
HWM
Sunbelt Securities's VIG Position: Q1 2026 in Review
Sunbelt Securities reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q1 2026, selling an estimated $31.9K and leaving 7,624 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #174.
Sunbelt Securities first reported a position in VIG in Q2 2016 and has held it in 32 quarters since. The position peaked at $2.2M in Q3 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.
- Sunbelt Securities held 7,624 shares of Vanguard Dividend Appreciation ETF worth $1.64M as of Q1 2026.
- Sunbelt Securities sold 143 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $31.9K.
- Vanguard Dividend Appreciation ETF made up 0.1% of Sunbelt Securities's portfolio in Q1 2026, its #174 holding.
- Sunbelt Securities first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 32 quarters since.
- Sunbelt Securities's Vanguard Dividend Appreciation ETF position peaked at $2.2M in Q3 2025.
- 2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.