Triangle Securities 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
Q2 | $256K | Sell |
1,080
-61
| -5% | -$14K | 0.05% | 199 |
|
|
2026
Q1 | $245K | Sell |
1,141
-23
| -2% | -$5.13K | 0.06% | 191 |
|
|
2025
Q4 | $256K | Buy |
1,164
+1
| +0.1% | +$218 | 0.05% | 198 |
|
|
2025
Q3 | $251K | Buy |
1,163
+1
| +0.1% | +$210 | 0.06% | 193 |
|
|
2025
Q2 | $238K | Hold |
1,162
| – | – | 0.06% | 192 |
|
|
2025
Q1 | $225K | Sell |
1,162
-166
| -13% | -$33K | 0.06% | 194 |
|
|
2024
Q4 | $260K | Sell |
1,328
-1,218
| -48% | -$243K | 0.07% | 184 |
|
|
2024
Q3 | $504K | Sell |
2,546
-3,321
| -57% | -$632K | 0.13% | 151 |
|
|
2024
Q2 | $1.07M | Sell |
5,867
-50
| -0.8% | -$9K | 0.3% | 87 |
|
|
2024
Q1 | $1.08M | Sell |
5,917
-15
| -0.3% | -$2.63K | 0.31% | 92 |
|
|
2023
Q4 | $1.01M | Buy |
5,932
+68
| +1% | +$10.9K | 0.31% | 94 |
|
|
2023
Q3 | $911K | Sell |
5,864
-145
| -2% | -$23.5K | 0.32% | 87 |
|
|
2023
Q2 | $976K | Buy |
6,009
+63
| +1% | +$9.87K | 0.34% | 85 |
|
|
2023
Q1 | $916K | Sell |
5,946
-154
| -3% | -$23.6K | 0.33% | 91 |
|
|
2022
Q4 | $926K | Buy |
6,100
+1,134
| +23% | +$169K | 0.34% | 89 |
|
|
2022
Q3 | $671K | Buy |
4,966
+770
| +18% | +$115K | 0.27% | 107 |
|
|
2022
Q2 | $602K | Sell |
4,196
-19
| -0.5% | -$2.89K | 0.23% | 114 |
|
|
2022
Q1 | $684K | Sell |
4,215
-73
| -2% | -$11.8K | 0.23% | 117 |
|
|
2021
Q4 | $736K | Buy |
4,288
+1
| +0% | +$165 | 0.23% | 114 |
|
|
2021
Q3 | $658K | Buy |
4,287
+846
| +25% | +$135K | 0.22% | 116 |
|
|
2021
Q2 | $533K | Hold |
3,441
| – | – | 0.18% | 127 |
|
|
2021
Q1 | $506K | Sell |
3,441
-29
| -0.8% | -$4.13K | 0.18% | 126 |
|
|
2020
Q4 | $490K | Buy |
3,470
+1
| +0% | +$136 | 0.19% | 125 |
|
|
2020
Q3 | $446K | Buy |
3,469
+1
| +0% | +$126 | 0.2% | 120 |
|
|
2020
Q2 | $406K | Sell |
3,468
-239
| -6% | -$27.2K | 0.19% | 120 |
|
|
2020
Q1 | $383K | Sell |
3,707
-225
| -6% | -$26.8K | 0.22% | 111 |
|
|
2019
Q4 | $490K | Buy |
3,932
+777
| +25% | +$94K | 0.21% | 113 |
|
|
2019
Q3 | $377K | Buy |
3,155
+1
| +0% | +$118 | 0.18% | 122 |
|
|
2019
Q2 | $368K | Sell |
3,154
-149
| -5% | -$16.7K | 0.19% | 116 |
|
|
2019
Q1 | $362K | Sell |
3,303
-439
| -12% | -$46.3K | 0.19% | 113 |
|
|
2018
Q4 | $366K | Buy |
3,742
+343
| +10% | +$35.8K | 0.22% | 106 |
|
|
2018
Q3 | $376K | Buy |
3,399
+12
| +0.4% | +$1.29K | 0.2% | 113 |
|
|
2018
Q2 | $344K | Buy |
3,387
+8
| +0.2% | +$815 | 0.19% | 114 |
|
|
2018
Q1 | $341K | Sell |
3,379
-669
| -17% | -$69.4K | 0.2% | 110 |
|
|
2017
Q4 | $413K | Sell |
4,048
-35
| -0.9% | -$3.45K | 0.24% | 102 |
|
|
2017
Q3 | $387K | Sell |
4,083
-62
| -1% | -$5.79K | 0.23% | 102 |
|
|
2017
Q2 | $384K | Buy |
4,145
+29
| +0.7% | +$2.66K | 0.25% | 96 |
|
|
2017
Q1 | $370K | Buy |
+4,116
| New | +$365K | 0.24% | 97 |
|
|
2014
Q2 | – | Sell |
-4,840
| Closed | -$318K | – | 133 |
|
|
2014
Q1 | $318K | Hold |
4,840
| – | – | 0.29% | 92 |
|
|
2013
Q4 | $364K | Hold |
4,840
| – | – | 0.3% | 90 |
|
|
2013
Q3 | $337K | Hold |
4,840
| – | – | 0.29% | 91 |
|
|
2013
Q2 | $320K | Buy |
+4,840
| New | +$325K | 0.24% | 95 |
|
Other funds holding VIG
HWM
Triangle Securities Wealth Management's VIG Position: Q2 2026 in Review
Triangle Securities Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.3% in Q2 2026, selling an estimated $14K and leaving 1,080 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #199.
Triangle Securities Wealth Management first reported a position in VIG in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.08M in Q1 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Triangle Securities Wealth Management held 1,080 shares of Vanguard Dividend Appreciation ETF worth $256K as of Q2 2026.
- Triangle Securities Wealth Management sold 61 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $14K.
- Vanguard Dividend Appreciation ETF made up 0.05% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #199 holding.
- Triangle Securities Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 42 quarters since.
- Triangle Securities Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.08M in Q1 2024.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.