TRUE Private Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TRUE Private Wealth 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
2025 Q1	–	Sell	-6,129	Closed	-$1.2M	–	241
2024 Q4	$1.2M	Buy	+6,129	New	+$1.22M	0.15%	88
2024 Q3	–	Sell	-2,917	Closed	-$533K	–	280
2024 Q2	$533K	Buy	2,917 +30	+1%	+$5.4K	0.06%	150
2024 Q1	$527K	Buy	2,887 +92	+3%	+$16.2K	0.06%	154
2023 Q4	$476K	Sell	2,795 -170	-6%	-$27.4K	0.06%	161
2023 Q3	$461K	Sell	2,965 -1	-0%	-$162	0.06%	147
2023 Q2	$482K	Sell	2,966 -86	-3%	-$13.5K	0.07%	131
2023 Q1	$470K	Sell	3,052 -13	-0.4%	-$1.99K	0.07%	132
2022 Q4	$465K	Sell	3,065 -206	-6%	-$30.7K	0.07%	123
2022 Q3	$442K	Sell	3,271 -5,196	-61%	-$773K	0.07%	118
2022 Q2	$1.21M	Sell	8,467 -148	-2%	-$22.5K	0.18%	68
2022 Q1	$1.36M	Buy	8,615 +601	+7%	+$97K	0.19%	65
2021 Q4	$1.38M	Buy	8,014 +342	+4%	+$56.4K	0.2%	74
2021 Q3	$1.18M	Buy	7,672 +263	+4%	+$41.9K	0.17%	79
2021 Q2	$1.15M	Buy	7,409 +1,320	+22%	+$203K	0.17%	80
2021 Q1	$896K	Buy	6,089 +820	+16%	+$117K	0.14%	94
2020 Q4	$743K	Buy	5,269 +407	+8%	+$55.2K	0.12%	94
2020 Q3	$628K	Buy	4,862 +343	+8%	+$43.2K	0.11%	95
2020 Q2	$532K	Buy	4,519 +3,851	+576%	+$438K	0.1%	112
2020 Q1	$69K	Sell	668 -1,388	-68%	-$166K	0.01%	254
2019 Q4	$256K	Hold	2,056	–	–	0.04%	189
2019 Q3	$245K	Hold	2,056	–	–	0.04%	177
2019 Q2	$236K	Sell	2,056 -271	-12%	-$30.4K	0.04%	178
2019 Q1	$256K	Sell	2,327 -10,215	-81%	-$1.08M	0.05%	173
2018 Q4	$1.23M	Buy	12,542 +320	+3%	+$33.4K	0.22%	78
2018 Q3	$1.36M	Sell	12,222 -220	-2%	-$23.6K	0.19%	84
2018 Q2	$1.27M	Sell	12,442 -91	-0.7%	-$9.28K	0.2%	80
2018 Q1	$1.27M	Buy	12,533 +8	+0.1%	+$829	0.22%	70
2017 Q4	$1.28M	Buy	+12,525	New	+$1.23M	0.22%	68

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HWM

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

TRUE Private Wealth Advisors's VIG Position: Q1 2025 in Review

TRUE Private Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 6,129 shares — an estimated $1.2M sold.

TRUE Private Wealth Advisors first reported a position in VIG in Q4 2017 and held it in 28 quarters. The position peaked at $1.38M in Q4 2021. 2,293 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

TRUE Private Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
TRUE Private Wealth Advisors sold 6,129 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $1.2M.
TRUE Private Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 28 quarters.
TRUE Private Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.38M in Q4 2021.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.