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Transform Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Transform Wealth’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
2025
Q1 		$234K Hold
1,208
– – 0.01% 229
2024
Q4 		$237K Sell
1,208
-16
-1% -$3.19K 0.01% 240
2024
Q3 		$243K Buy
1,224
+8
+0.7% +$1.52K 0.02% 196
2024
Q2 		$223K Hold
1,216
– – 0.02% 200
2024
Q1 		$222K Hold
1,216
– – 0.02% 211
2023
Q4 		$207K Sell
1,216
-165
-12% -$26.5K 0.02% 231
2023
Q3 		$216K Sell
1,381
-1,302
-49% -$211K 0.02% 226
2023
Q2 		$438K Sell
2,683
-15
-0.6% -$2.35K 0.04% 188
2023
Q1 		$415K Buy
2,698
+302
+13% +$46.3K 0.04% 186
2022
Q4 		$364K Sell
2,396
-303
-11% -$45.2K 0.04% 170
2022
Q3 		$365K Sell
2,699
-400
-13% -$59.5K 0.05% 142
2022
Q2 		$445K Sell
3,099
-199
-6% -$30.3K 0.07% 138
2022
Q1 		$535K Sell
3,298
-830
-20% -$134K 0.06% 150
2021
Q4 		$709K Sell
4,128
-1,200
-23% -$198K 0.07% 137
2021
Q3 		$818K Buy
5,328
+2,740
+106% +$437K 0.09% 126
2021
Q2 		$401K Buy
+2,588
New +$397K 0.05% 186
2020
Q4 		– Sell
-2,588
Closed -$333K – 230
2020
Q3 		$333K Buy
2,588
+15
+0.6% +$1.89K 0.05% 168
2020
Q2 		$302K Sell
2,573
-132
-5% -$15K 0.05% 180
2020
Q1 		$280K Hold
2,705
– – 0.06% 176
2019
Q4 		$337K Buy
2,705
+113
+4% +$13.7K 0.05% 179
2019
Q3 		$310K Sell
2,592
-316
-11% -$37.3K 0.06% 176
2019
Q2 		$335K Buy
2,908
+43
+2% +$4.82K 0.05% 201
2019
Q1 		$314K Buy
2,865
+665
+30% +$70.1K 0.06% 140
2018
Q4 		$215K Hold
2,200
– – 0.04% 166
2018
Q3 		$244K Hold
2,200
– – 0.04% 175
2018
Q2 		$224K Hold
2,200
– – 0.04% 201
2018
Q1 		$222K Hold
2,200
– – 0.04% 219
2017
Q4 		$224K Hold
2,200
– – 0.04% 231
2017
Q3 		$209K Buy
+2,200
New +$205K 0.07% 198

Other funds holding VIG

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 $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Transform Wealth's VIG Position: Q1 2025 in Review

Transform Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2025 at 1,208 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #229.

Transform Wealth first reported a position in VIG in Q3 2017 and has held it in 29 quarters since. The position peaked at $818K in Q3 2021. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Transform Wealth held 1,208 shares of Vanguard Dividend Appreciation ETF worth $234K as of Q1 2025.
  • Transform Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2025.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #229 holding.
  • Transform Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 29 quarters since.
  • Transform Wealth's Vanguard Dividend Appreciation ETF position peaked at $818K in Q3 2021.
  • 2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.