20/20 Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

20/20 Capital Management’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
2021 Q2	$21.4M	Buy	138,235 +10,180	+8%	+$1.56M	5.54%	3
2021 Q1	$18.8M	Buy	128,055 +17,968	+16%	+$2.56M	5.46%	3
2020 Q4	$15.5M	Buy	110,087 +86,108	+359%	+$11.7M	4.52%	3
2020 Q3	$3.08M	Buy	23,979 +14,897	+164%	+$1.87M	1.16%	22
2020 Q2	$1.15M	Buy	9,082 +3,171	+54%	+$361K	0.44%	49
2020 Q1	$663K	Buy	5,911 +2,396	+68%	+$286K	0.3%	65
2019 Q4	$455K	Buy	+3,515	New	+$425K	0.18%	90

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

20/20 Capital Management's VIG Position: Q2 2021 in Review

20/20 Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q2 2021, buying an estimated $1.56M and bringing the position to 138,235 shares worth $21.4M. The position accounts for 5.54% of the portfolio, ranked #3.

20/20 Capital Management first reported a position in VIG in Q4 2019 and has held it in 7 quarters since. 1,479 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

20/20 Capital Management held 138,235 shares of Vanguard Dividend Appreciation ETF worth $21.4M as of Q2 2021.
20/20 Capital Management bought 10,180 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $1.56M.
Vanguard Dividend Appreciation ETF made up 5.54% of 20/20 Capital Management's portfolio in Q2 2021, its #3 holding.
20/20 Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 7 quarters since.
1,479 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.