Valeo Financial 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 | $1.59M | Sell |
6,736
-203
| -3% | -$46.6K | 0.03% | 220 |
|
|
2026
Q1 | $1.49M | Buy |
6,939
+138
| +2% | +$30.8K | 0.04% | 202 |
|
|
2025
Q4 | $1.49M | Buy |
6,801
+306
| +5% | +$66.9K | 0.03% | 216 |
|
|
2025
Q3 | $1.4M | Buy |
6,495
+5
| +0.1% | +$1.05K | 0.03% | 224 |
|
|
2025
Q2 | $1.33M | Sell |
6,490
-33
| -0.5% | -$6.4K | 0.03% | 236 |
|
|
2025
Q1 | $1.27M | Buy |
6,523
+8
| +0.1% | +$1.59K | 0.04% | 218 |
|
|
2024
Q4 | $1.28M | Buy |
6,515
+958
| +17% | +$191K | 0.04% | 208 |
|
|
2024
Q3 | $1.1M | Sell |
5,557
-241
| -4% | -$45.9K | 0.03% | 240 |
|
|
2024
Q2 | $1.06M | Buy |
5,798
+30
| +0.5% | +$5.4K | 0.03% | 227 |
|
|
2024
Q1 | $1.02M | Buy |
5,768
+565
| +11% | +$99.3K | 0.04% | 237 |
|
|
2023
Q4 | $887K | Sell |
5,203
-1,123
| -18% | -$181K | 0.04% | 243 |
|
|
2023
Q3 | $983K | Sell |
6,326
-122
| -2% | -$19.8K | 0.04% | 210 |
|
|
2023
Q2 | $1.05M | Buy |
6,448
+284
| +5% | +$44.5K | 0.05% | 200 |
|
|
2023
Q1 | $949K | Buy |
6,164
+188
| +3% | +$28.8K | 0.05% | 220 |
|
|
2022
Q4 | $907K | Sell |
5,976
-289
| -5% | -$43.1K | 0.05% | 202 |
|
|
2022
Q3 | $847K | Sell |
6,265
-2,607
| -29% | -$388K | 0.05% | 190 |
|
|
2022
Q2 | $1.27M | Sell |
8,872
-294
| -3% | -$44.7K | 0.08% | 139 |
|
|
2022
Q1 | $1.49M | Buy |
9,166
+239
| +3% | +$38.6K | 0.08% | 155 |
|
|
2021
Q4 | $1.53M | Buy |
8,927
+357
| +4% | +$58.8K | 0.08% | 141 |
|
|
2021
Q3 | $1.32M | Buy |
8,570
+1,932
| +29% | +$308K | 0.08% | 154 |
|
|
2021
Q2 | $1.03M | Buy |
6,638
+276
| +4% | +$42.4K | 0.06% | 162 |
|
|
2021
Q1 | $936K | Sell |
6,362
-74
| -1% | -$10.5K | 0.04% | 178 |
|
|
2020
Q4 | $909K | Buy |
6,436
+2,393
| +59% | +$324K | 0.05% | 166 |
|
|
2020
Q3 | $520K | Sell |
4,043
-64
| -2% | -$8.05K | 0.05% | 190 |
|
|
2020
Q2 | $481K | Sell |
4,107
-760
| -16% | -$86.5K | 0.04% | 190 |
|
|
2020
Q1 | $542K | Buy |
4,867
+906
| +23% | +$108K | 0.06% | 167 |
|
|
2019
Q4 | $494K | Buy |
3,961
+167
| +4% | +$20.2K | 0.05% | 186 |
|
|
2019
Q3 | $454K | Sell |
3,794
-35
| -0.9% | -$4.13K | 0.05% | 182 |
|
|
2019
Q2 | $441K | Sell |
3,829
-198
| -5% | -$22.2K | 0.05% | 189 |
|
|
2019
Q1 | $441K | Sell |
4,027
-478
| -11% | -$50.4K | 0.05% | 183 |
|
|
2018
Q4 | $441K | Sell |
4,505
-507
| -10% | -$52.9K | 0.06% | 174 |
|
|
2018
Q3 | $520K | Buy |
5,012
+300
| +6% | +$32.2K | 0.07% | 174 |
|
|
2018
Q2 | $498K | Sell |
4,712
-151
| -3% | -$15.4K | 0.07% | 172 |
|
|
2018
Q1 | $491K | Sell |
4,863
-1,366
| -22% | -$142K | 0.08% | 153 |
|
|
2017
Q4 | $636K | Buy |
6,229
+4,948
| +386% | +$487K | 0.1% | 128 |
|
|
2017
Q3 | $121K | Buy |
+1,281
| New | +$120K | 0.03% | 266 |
|
Other funds holding VIG
HWM
Valeo Financial Advisors's VIG Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.9% in Q2 2026, selling an estimated $46.6K and leaving 6,736 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #220.
Valeo Financial Advisors first reported a position in VIG in Q3 2017 and has held it in 36 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Valeo Financial Advisors held 6,736 shares of Vanguard Dividend Appreciation ETF worth $1.59M as of Q2 2026.
- Valeo Financial Advisors sold 203 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $46.6K.
- Vanguard Dividend Appreciation ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #220 holding.
- Valeo Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 36 quarters since.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.