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

TrinityPoint 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
2024
Q4 		$576K Buy
2,944
+324
+12% +$64.7K 0.08% 215
2024
Q3 		$519K Buy
2,620
+36
+1% +$6.86K 0.07% 217
2024
Q2 		$472K Hold
2,584
– – 0.07% 211
2024
Q1 		$472K Hold
2,584
– – 0.08% 204
2023
Q4 		$440K Sell
2,584
-36
-1% -$5.79K 0.08% 199
2023
Q3 		$407K Hold
2,620
– – 0.08% 200
2023
Q2 		$426K Hold
2,620
– – 0.08% 194
2023
Q1 		$404K Hold
2,620
– – 0.09% 193
2022
Q4 		$398K Hold
2,620
– – 0.09% 189
2022
Q3 		$354K Hold
2,620
– – 0.08% 187
2022
Q2 		$376K Buy
2,620
+530
+25% +$80.7K 0.08% 194
2022
Q1 		$339K Hold
2,090
– – 0.06% 229
2021
Q4 		$359K Buy
2,090
+36
+2% +$5.93K 0.06% 223
2021
Q3 		$315K Hold
2,054
– – 0.06% 231
2021
Q2 		$318K Hold
2,054
– – 0.07% 210
2021
Q1 		$302K Hold
2,054
– – 0.07% 198
2020
Q4 		$290K Hold
2,054
– – 0.07% 195
2020
Q3 		$264K Hold
2,054
– – 0.07% 186
2020
Q2 		$241K Hold
2,054
– – 0.08% 186
2020
Q1 		$212K Sell
2,054
-100
-5% -$11.9K 0.08% 182
2019
Q4 		$269K Hold
2,154
– – 0.09% 182
2019
Q3 		$258K Hold
2,154
– – 0.09% 182
2019
Q2 		$256K Hold
2,154
– – 0.12% 145
2019
Q1 		$236K Buy
2,154
+53
+3% +$5.59K 0.12% 151
2018
Q4 		$206K Buy
+2,101
New +$219K 0.13% 156

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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 $15.5B AUM 18.35% 1-Year Est. Return

TrinityPoint Wealth's VIG Position: Q4 2024 in Review

TrinityPoint Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q4 2024, buying an estimated $64.7K and bringing the position to 2,944 shares worth $576K. The position accounts for 0.08% of the portfolio, ranked #215.

TrinityPoint Wealth first reported a position in VIG in Q4 2018 and has held it in 25 quarters since. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • TrinityPoint Wealth held 2,944 shares of Vanguard Dividend Appreciation ETF worth $576K as of Q4 2024.
  • TrinityPoint Wealth bought 324 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $64.7K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of TrinityPoint Wealth's portfolio in Q4 2024, its #215 holding.
  • TrinityPoint Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 25 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.