Yarger Wealth Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Yarger Wealth Strategies’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
2025 Q2	–	Sell	-1,241	Closed	-$241K	–	115
2025 Q1	$241K	Buy	1,241 +3	+0.2%	+$597	0.14%	83
2024 Q4	$243K	Buy	1,238 +5	+0.4%	+$998	0.14%	79
2024 Q3	$244K	Buy	+1,233	New	+$235K	0.14%	81
2022 Q4	–	Sell	-1,946	Closed	-$263K	–	50
2022 Q3	$263K	Buy	1,946 +7	+0.4%	+$1.04K	0.35%	41
2022 Q2	$283K	Buy	+1,939	New	+$295K	0.37%	41

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Yarger Wealth Strategies's VIG Position: Q2 2025 in Review

Yarger Wealth Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,241 shares — an estimated $241K sold.

Yarger Wealth Strategies first reported a position in VIG in Q2 2022 and held it in 5 quarters. The position peaked at $283K in Q2 2022. 2,300 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Yarger Wealth Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Yarger Wealth Strategies sold 1,241 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $241K.
Yarger Wealth Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and held it in 5 quarters.
Yarger Wealth Strategies's Vanguard Dividend Appreciation ETF position peaked at $283K in Q2 2022.
2,300 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Yarger Wealth Strategies's 13F filing for Q2 2025, filed 25 Jul 2025.