WealthCare Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WealthCare Investment Partners’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	$1.21M	Sell	5,600 -14	-0.2%	-$3.12K	0.34%	71
2025 Q4	$1.24M	Sell	5,614 -4	-0.1%	-$874	0.36%	71
2025 Q3	$1.22M	Buy	5,618 +91	+2%	+$19.1K	0.4%	69
2025 Q2	$1.15M	Sell	5,527 -45	-0.8%	-$8.72K	0.41%	65
2025 Q1	$1M	Buy	5,572 +24	+0.4%	+$4.77K	0.43%	60
2024 Q4	$1.08M	Buy	5,548 +11	+0.2%	+$2.2K	0.47%	57
2024 Q3	$1.08M	Buy	5,537 +146	+3%	+$27.8K	0.47%	55
2024 Q2	$984K	Sell	5,391 -10	-0.2%	-$1.8K	0.46%	59
2024 Q1	$986K	Sell	5,401 -11	-0.2%	-$1.93K	0.48%	52
2023 Q4	$920K	Buy	5,412 +28	+0.5%	+$4.5K	0.5%	52
2023 Q3	$834K	Sell	5,384 -116	-2%	-$18.8K	0.51%	49
2023 Q2	$888K	Buy	5,500 +135	+3%	+$21.1K	0.53%	49
2023 Q1	$826K	Sell	5,365 -29	-0.5%	-$4.44K	0.5%	52
2022 Q4	$819K	Sell	5,394 -118	-2%	-$17.6K	0.56%	46
2022 Q3	$745K	Sell	5,512 -48	-0.9%	-$7.14K	0.62%	46
2022 Q2	$798K	Sell	5,560 -508	-8%	-$77.3K	0.68%	45
2022 Q1	$977K	Buy	6,068 +4,572	+306%	+$738K	0.87%	34
2021 Q4	$257K	Buy	+1,496	New	+$247K	0.25%	87

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 $17.8B AUM 24.16% 1-Year Est. Return

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

WealthCare Investment Partners's VIG Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.25% in Q1 2026, selling an estimated $3.12K and leaving 5,600 shares worth $1.21M. The position accounts for 0.34% of the portfolio, ranked #71.

WealthCare Investment Partners first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.24M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

WealthCare Investment Partners held 5,600 shares of Vanguard Dividend Appreciation ETF worth $1.21M as of Q1 2026.
WealthCare Investment Partners sold 14 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.12K.
Vanguard Dividend Appreciation ETF made up 0.34% of WealthCare Investment Partners's portfolio in Q1 2026, its #71 holding.
WealthCare Investment Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
WealthCare Investment Partners's Vanguard Dividend Appreciation ETF position peaked at $1.24M in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.