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TigerHulk
05-12
I closed $Vanguard Dividend Appreciation ETF(VIG)$  ,I closed $Vanguard Dividend Appreciation ETF(VIG)$ ,Selling the Vanguard Dividend Appreciation ETF (VIG) today may be a prudent decision due to several factors. Firstly, VIG has underperformed the S&P 500, with a year-to-date loss of approximately 1.36% as of May 12, 2025, and a 12-month return of 8.48%, trailing the broader market . Additionally, its dividend yield stands at a modest 1.85%, which may not meet the income needs of dividend-focused investors . The fund’s strategy excludes the top 25% of highest-yielding companies, potentially limiting exposure to higher-income opportunities . Furthermore, VIG’s portfolio trades at a higher price-to-earnings ratio compared to some alternatives, suggesting potential overvaluation . Considering these factors, reallocating to ETFs with higher yields or better growth prospects might enhance portfolio performance.   

Selling the Vanguard Dividend Appreciation ETF (VIG) today may be a prudent decision due to several factors. Firstly, VIG has underperformed the S&P 500, with a year-to-date loss of approximately 1.36% as of May 12, 2025, and a 12-month return of 8.48%, trailing the broader market . Additionally, its dividend yield stands at a modest 1.85%, which may not meet the income needs of dividend-focused investors . The fund’s strategy excludes the top 25% of highest-yielding companies, potentially limiting exposure to higher-income opportunities . Furthermore, VIG’s portfolio trades at a higher price-to-earnings ratio compared to some alternatives, suggesting potential overvaluation . Considering these factors, reallocating to ETFs with higher yields or better growth prospects might enhance portfolio performance.   

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