Tower View Wealth Management’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 | $4.24M | Buy |
19,738
+266
| +1% | +$59.3K | 2.18% | 18 |
|
|
2025
Q4 | $4.28M | Sell |
19,472
-296
| -1% | -$64.7K | 2.12% | 19 |
|
|
2025
Q3 | $4.27M | Buy |
19,768
+223
| +1% | +$46.8K | 2.21% | 21 |
|
|
2025
Q2 | $4M | Buy |
19,545
+14
| +0.1% | +$2.71K | 2.07% | 21 |
|
|
2025
Q1 | $3.79M | Buy |
19,531
+48
| +0.2% | +$9.54K | 2.21% | 19 |
|
|
2024
Q4 | $3.82M | Buy |
19,483
+73
| +0.4% | +$14.6K | 2.02% | 22 |
|
|
2024
Q3 | $3.84M | Buy |
19,410
+70
| +0.4% | +$13.3K | 2.1% | 21 |
|
|
2024
Q2 | $3.53M | Buy |
19,340
+43
| +0.2% | +$7.74K | 2.03% | 22 |
|
|
2024
Q1 | $3.52M | Sell |
19,297
-203
| -1% | -$35.7K | 2.06% | 22 |
|
|
2023
Q4 | $3.32M | Buy |
19,500
+444
| +2% | +$71.4K | 2.06% | 25 |
|
|
2023
Q3 | $2.96M | Sell |
19,056
-226
| -1% | -$36.6K | 2.08% | 25 |
|
|
2023
Q2 | $3.13M | Sell |
19,282
-2,426
| -11% | -$380K | 2.12% | 24 |
|
|
2023
Q1 | $3.34M | Sell |
21,708
-28
| -0.1% | -$4.29K | 2.25% | 21 |
|
|
2022
Q4 | $3.3M | Buy |
21,736
+48
| +0.2% | +$7.15K | 2.29% | 20 |
|
|
2022
Q3 | $2.93M | Buy |
21,688
+187
| +0.9% | +$27.8K | 2.23% | 19 |
|
|
2022
Q2 | $3.08M | Sell |
21,501
-298
| -1% | -$45.4K | 2.27% | 17 |
|
|
2022
Q1 | $3.54M | Buy |
21,799
+1,407
| +7% | +$227K | 1.9% | 24 |
|
|
2021
Q4 | $3.5M | Buy |
20,392
+36
| +0.2% | +$5.93K | 1.78% | 25 |
|
|
2021
Q3 | $3.13M | Buy |
20,356
+69
| +0.3% | +$11K | 1.73% | 27 |
|
|
2021
Q2 | $3.14M | Buy |
20,287
+155
| +0.8% | +$23.8K | 1.59% | 29 |
|
|
2021
Q1 | $2.96M | Sell |
20,132
-569
| -3% | -$80.9K | 1.62% | 27 |
|
|
2020
Q4 | $2.92M | Sell |
20,701
-659
| -3% | -$89.3K | 1.66% | 29 |
|
|
2020
Q3 | $2.75M | Buy |
21,360
+953
| +5% | +$120K | 1.79% | 27 |
|
|
2020
Q2 | $2.39M | Buy |
20,407
+8,076
| +65% | +$919K | 1.75% | 27 |
|
|
2020
Q1 | $1.27M | Sell |
12,331
-489
| -4% | -$58.4K | 1.15% | 39 |
|
|
2019
Q4 | $1.6M | Sell |
12,820
-203
| -2% | -$24.6K | 1.21% | 38 |
|
|
2019
Q3 | $1.56M | Sell |
13,023
-399
| -3% | -$47.1K | 1.29% | 35 |
|
|
2019
Q2 | $1.55M | Sell |
13,422
-264
| -2% | -$29.6K | 1.32% | 35 |
|
|
2019
Q1 | $1.5M | Sell |
13,686
-57
| -0.4% | -$6.01K | 1.33% | 36 |
|
|
2018
Q4 | $1.35M | Buy |
13,743
+90
| +0.7% | +$9.39K | 1.39% | 35 |
|
|
2018
Q3 | $1.51M | Sell |
13,653
-826
| -6% | -$88.8K | 1.32% | 35 |
|
|
2018
Q2 | $1.47M | Buy |
14,479
+40
| +0.3% | +$4.08K | 1.39% | 36 |
|
|
2018
Q1 | $1.46M | Sell |
14,439
-4,648
| -24% | -$482K | 1.46% | 34 |
|
|
2017
Q4 | $1.95M | Buy |
+19,087
| New | +$1.88M | 1.79% | 19 |
|
Other funds holding VIG
VGA
HWM
Tower View Wealth Management's VIG Position: Q1 2026 in Review
Tower View Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q1 2026, buying an estimated $59.3K and bringing the position to 19,738 shares worth $4.24M. The position accounts for 2.18% of the portfolio, ranked #18.
Tower View Wealth Management first reported a position in VIG in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.28M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.
- Tower View Wealth Management held 19,738 shares of Vanguard Dividend Appreciation ETF worth $4.24M as of Q1 2026.
- Tower View Wealth Management bought 266 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $59.3K.
- Vanguard Dividend Appreciation ETF made up 2.18% of Tower View Wealth Management's portfolio in Q1 2026, its #18 holding.
- Tower View Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.28M in Q4 2025.
- 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.