WWP
VIG icon

WR Wealth Planners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WR Wealth Planners’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 		– Hold
0
– – – 1092
2024
Q3 		– Sell
-70
Closed -$13.3K – 1128
2024
Q2 		$12.7K Hold
70
– – ﹤0.01% 544
2024
Q1 		$12.7K Buy
+70
New +$12.3K ﹤0.01% 551
2023
Q4 		– Sell
-69
Closed -$10.7K – 837
2023
Q3 		$10.7K Buy
+69
New +$11.2K ﹤0.01% 547
2023
Q2 		– Sell
-162
Closed -$24.9K – 985
2023
Q1 		$24.9K Sell
162
-92
-36% -$14.1K 0.01% 396
2022
Q4 		$38.5K Buy
254
+1
+0.4% +$149 0.02% 184
2022
Q3 		$34.2K Sell
253
-51
-17% -$7.59K 0.02% 185
2022
Q2 		$43.6K Buy
304
+22
+8% +$3.35K 0.03% 182
2022
Q1 		$45.6K Buy
+282
New +$45.5K 0.03% 175

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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

WR Wealth Planners's VIG Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2024 at 0 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

WR Wealth Planners first reported a position in VIG in Q1 2022 and has held it in 8 quarters since. The position peaked at $45.6K in Q1 2022. 2,317 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • WR Wealth Planners held 0 shares of Vanguard Dividend Appreciation ETF worth $31 as of Q4 2024.
  • WR Wealth Planners left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2024.
  • Vanguard Dividend Appreciation ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1092 holding.
  • WR Wealth Planners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 8 quarters since.
  • WR Wealth Planners's Vanguard Dividend Appreciation ETF position peaked at $45.6K in Q1 2022.
  • 2,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.