4Thought Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

4Thought Financial Group’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 Q1	–	Sell	-480	Closed	-$81.8K	–	113
2023 Q4	$81.8K	Buy	+480	New	+$77.2K	0.06%	55

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

HWM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

4Thought Financial Group's VIG Position: Q1 2024 in Review

4Thought Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 480 shares — an estimated $81.8K sold.

4Thought Financial Group first reported a position in VIG in Q4 2023 and held it in 1 quarter. The position peaked at $81.8K in Q4 2023. 2,044 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

4Thought Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
4Thought Financial Group sold 480 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $81.8K.
4Thought Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 1 quarter.
4Thought Financial Group's Vanguard Dividend Appreciation ETF position peaked at $81.8K in Q4 2023.
2,044 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on 4Thought Financial Group's 13F filing for Q1 2024, filed 24 Apr 2024.