RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2026 Q1	–	Sell	-28,660	Closed	-$6.3M	–	1534
2025 Q4	$6.3M	Hold	28,660	–	–	0.97%	19
2025 Q3	$6.18M	Sell	28,660 -1,400	-5%	-$294K	1.11%	15
2025 Q2	$6.15M	Hold	30,060	–	–	1.23%	14
2025 Q1	$5.83M	Hold	30,060	–	–	1.33%	14
2024 Q4	$5.89M	Hold	30,060	–	–	1.37%	13
2024 Q3	$5.95M	Hold	30,060	–	–	1.44%	12
2024 Q2	$5.49M	Hold	30,060	–	–	1.56%	13
2024 Q1	$5.49M	Sell	30,060 -35,510	-54%	-$6.24M	1.64%	11
2023 Q4	$11.2M	Hold	65,570	–	–	3.39%	7
2023 Q3	$10.2M	Hold	65,570	–	–	3.47%	7
2023 Q2	$10.7M	Hold	65,570	–	–	3.63%	7
2023 Q1	$10.1M	Hold	65,570	–	–	3.67%	6
2022 Q4	$9.96M	Hold	65,570	–	–	4.08%	6
2022 Q3	$8.86M	Buy	65,570 +13,120	+25%	+$1.95M	3.92%	5
2022 Q2	$7.53M	Buy	52,450 +39,705	+312%	+$6.04M	3.43%	5
2022 Q1	$2.07M	Sell	12,745 -10,855	-46%	-$1.75M	0.77%	14
2021 Q4	$4.05M	Hold	23,600	–	–	1.33%	9
2021 Q3	$3.62M	Hold	23,600	–	–	1.26%	9
2021 Q2	$3.65M	Hold	23,600	–	–	1.26%	9
2021 Q1	$3.47M	Hold	23,600	–	–	1.22%	9
2020 Q4	$3.33M	Hold	23,600	–	–	1.18%	9
2020 Q3	$3.04M	Buy	23,600 +1,890	+9%	+$238K	1.14%	9
2020 Q2	$2.54M	Buy	+21,710	New	+$2.47M	0.97%	9

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VIG Position: Q1 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 28,660 shares — an estimated $6.3M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VIG in Q2 2020 and held it in 23 quarters. The position peaked at $11.2M in Q4 2023. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 28,660 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.3M.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 23 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Vanguard Dividend Appreciation ETF position peaked at $11.2M in Q4 2023.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2026, filed 27 Jul 2026.