Teamwork Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Teamwork Financial Advisors’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	$407K	Sell	1,719 -39	-2%	-$8.96K	0.04%	144
2026 Q1	$378K	Sell	1,758 -44	-2%	-$9.81K	0.04%	159
2025 Q4	$396K	Buy	1,802 +3	+0.2%	+$655	0.04%	150
2025 Q3	$388K	Sell	1,799 -98	-5%	-$20.6K	0.04%	157
2025 Q2	$388K	Buy	1,897 +49	+3%	+$9.5K	0.05%	147
2025 Q1	$358K	Sell	1,848 -3	-0.2%	-$597	0.05%	133
2024 Q4	$362K	Buy	1,851 +13	+0.7%	+$2.6K	0.05%	129
2024 Q3	$364K	Sell	1,838 -49	-3%	-$9.33K	0.05%	115
2024 Q2	$344K	Sell	1,887 -14	-0.7%	-$2.52K	0.05%	105
2024 Q1	$347K	Sell	1,901 -56	-3%	-$9.84K	0.05%	133
2023 Q4	$333K	Sell	1,957 -92	-4%	-$14.8K	0.06%	135
2023 Q3	$318K	Buy	2,049 +58	+3%	+$9.4K	0.05%	158
2023 Q2	$323K	Buy	1,991 +10	+0.5%	+$1.57K	0.05%	151
2023 Q1	$305K	Sell	1,981 -54	-3%	-$8.27K	0.06%	154
2022 Q4	$309K	Buy	+2,035	New	+$303K	0.06%	157
2022 Q2	–	Sell	-6,310	Closed	-$1.02M	–	259
2022 Q1	$1.02M	Sell	6,310 -186	-3%	-$30K	0.19%	97
2021 Q4	$1.12M	Sell	6,496 -169	-3%	-$27.9K	0.21%	105
2021 Q3	$1.02M	Buy	6,665 +1,750	+36%	+$279K	0.2%	94
2021 Q2	$761K	Sell	4,915 -4,034	-45%	-$619K	0.16%	114
2021 Q1	$1.32M	Buy	8,949 +2,541	+40%	+$361K	0.31%	62
2020 Q4	$905K	Buy	6,408 +2,990	+87%	+$405K	0.22%	93
2020 Q3	$440K	Sell	3,418 -1,138	-25%	-$143K	0.14%	126
2020 Q2	$534K	Buy	+4,556	New	+$519K	0.19%	103

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Teamwork Financial Advisors's VIG Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, selling an estimated $8.96K and leaving 1,719 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #144.

Teamwork Financial Advisors first reported a position in VIG in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q1 2021. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Teamwork Financial Advisors held 1,719 shares of Vanguard Dividend Appreciation ETF worth $407K as of Q2 2026.
Teamwork Financial Advisors sold 39 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.96K.
Vanguard Dividend Appreciation ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #144 holding.
Teamwork Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 23 quarters since.
Teamwork Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q1 2021.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.