Twin Peaks Wealth Advisors’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
$370K Buy
1,564
+907
+138% +$208K 0.08% 137
2026
Q1
$141K Buy
+657
New +$146K 0.04% 228
2025
Q3
Sell
-436
Closed -$90.9K 2053
2025
Q2
$90.9K Buy
+436
New +$84.5K 0.03% 244
2025
Q1
Sell
-1,284
Closed -$251K 153
2024
Q4
$251K Buy
1,284
+169
+15% +$33.7K 0.11% 118
2024
Q3
$221K Buy
1,115
+15
+1% +$2.86K 0.1% 122
2024
Q2
$201K Buy
+1,100
New +$198K 0.1% 125

Other funds holding VIG

Twin Peaks Wealth Advisors's VIG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 138% in Q2 2026, buying an estimated $208K and bringing the position to 1,564 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #137.

Twin Peaks Wealth Advisors first reported a position in VIG in Q2 2024 and has held it in 6 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,564 shares of Vanguard Dividend Appreciation ETF worth $370K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 907 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $208K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 6 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.