White Knight Strategic Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

White Knight Strategic 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
2024 Q4	–	Sell	-1,164	Closed	-$231K	–	111
2024 Q3	$231K	Buy	1,164 +4	+0.3%	+$762	0.21%	76
2024 Q2	$212K	Sell	1,160 -7	-0.6%	-$1.26K	0.21%	75
2024 Q1	$213K	Sell	1,167 -454	-28%	-$79.8K	0.22%	70
2023 Q4	$276K	Sell	1,621 -134	-8%	-$21.6K	0.32%	57
2023 Q3	$273K	Sell	1,755 -69	-4%	-$11.2K	0.36%	48
2023 Q2	$296K	Hold	1,824	–	–	0.35%	54
2023 Q1	$281K	Sell	1,824 -1,175	-39%	-$180K	0.35%	54
2022 Q4	$455K	Sell	2,999 -126	-4%	-$18.8K	0.62%	39
2022 Q3	$422K	Buy	3,125 +12	+0.4%	+$1.79K	0.6%	39
2022 Q2	$447K	Buy	3,113 +47	+2%	+$7.15K	0.62%	40
2022 Q1	$497K	Buy	+3,066	New	+$495K	0.54%	43

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

White Knight Strategic Wealth Advisors's VIG Position: Q4 2024 in Review

White Knight Strategic Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,164 shares — an estimated $231K sold.

White Knight Strategic Wealth Advisors first reported a position in VIG in Q1 2022 and held it in 11 quarters. The position peaked at $497K in Q1 2022. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

White Knight Strategic Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 1,164 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $231K.
White Knight Strategic Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 11 quarters.
White Knight Strategic Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $497K in Q1 2022.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.