Want to track VIG and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Vanguard Dividend Appreciation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Mark Romin Lakeshore Financial Planning, Inc. | 1,888 | $387,504.99 | $451,552.96 | $64,047.97 | 16.53% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 190,557 | $37.75M | $45.58M | $7.82M | 20.73% |
 Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 7,554 | $1.29M | $1.81M | $519,488.31 | 40.36% |
 Scott McMillan White Wing Wealth Management | 56,630 | $10.94M | $13.54M | $2.6M | 23.78% |
 James Rankin Modern Wealth Management, LLC | 48,820 | $9.85M | $11.98M | $2.13M | 21.6% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,647 | $330,497.7 | $393,912.99 | $63,415.29 | 19.19% |
 Menachem Striks Morton Capital Management LLC/CA | 23,346 | $4.01M | $5.58M | $1.57M | 39.22% |
 David Vollmer PFS Partners, LLC | 171 | $40,396 | $40,898.07 | $502.07 | 1.24% |
 Benj Foor Frazier Financial Advisors, LLC | 2,946 | $647,470.29 | $722,359.2 | $74,888.91 | 11.57% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,026 | $1.05M | $1.44M | $393,364.66 | 37.54% |
 Angela Kelley HTLF Bank | 4,462 | $760,324.84 | $1.07M | $306,851.7 | 40.36% |
 Scott L. Comeau BCU Wealth Advisors, LLC | 2,647 | $453,629.61 | $633,082.99 | $179,453.38 | 39.56% |
 Amir Har-El Savvy Advisors, Inc. | 13,192 | $2.68M | $3.16M | $471,700.49 | 17.58% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 193,155 | $38.37M | $46.2M | $7.82M | 20.39% |
 Owen McCabe Tyche Wealth Partners LLC | 14,101 | $2.76M | $3.37M | $613,573.75 | 22.24% |
 United Advisor Group LLC United Advisor Group, LLC | 2,583 | $514,369.11 | $617,776.11 | $103,407 | 20.1% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 1,212 | $250,424.65 | $289,874.04 | $39,449.39 | 15.75% |
 Gabriel M. Gallante Rockline Wealth Management, LLC | 1,029 | $179,780.8 | $246,105.93 | $66,325.13 | 36.89% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 17,503 | $3.24M | $4.29M | $1.06M | 32.64% |
 Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,147 | $992,047.6 | $1.23M | $238,960.39 | 24.09% |
