9258 Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

9258 Wealth 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
2024 Q3	$2.52M	Hold	12,723	–	–	0.37%	51
2024 Q2	$2.32M	Buy	12,723 +8	+0.1%	+$1.44K	0.36%	54
2024 Q1	$2.32M	Buy	12,715 +351	+3%	+$61.7K	0.36%	57
2023 Q4	$2.11M	Sell	12,364 -70	-0.6%	-$11.3K	0.37%	57
2023 Q3	$1.93M	Buy	12,434 +147	+1%	+$23.8K	0.38%	61
2023 Q2	$2M	Sell	12,287 -1,000	-8%	-$157K	0.38%	58
2023 Q1	$2.05M	Sell	13,287 -5	-0%	-$766	0.41%	55
2022 Q4	$2.02M	Sell	13,292 -1	-0%	-$149	0.44%	56
2022 Q3	$1.8M	Buy	13,293 +2	+0%	+$298	0.46%	51
2022 Q2	$1.91M	Buy	13,291 +74	+0.6%	+$11.3K	0.49%	51
2022 Q1	$2.14M	Buy	13,217 +1	+0%	+$161	0.5%	39
2021 Q4	$2.27M	Sell	13,216 -21	-0.2%	-$3.46K	0.52%	35
2021 Q3	$2.03M	Buy	13,237 +1	+0%	+$159	0.54%	32
2021 Q2	$2.05M	Hold	13,236	–	–	0.55%	30
2021 Q1	$1.95M	Sell	13,236 -110	-0.8%	-$15.6K	0.58%	29
2020 Q4	$1.88M	Hold	13,346	–	–	0.61%	29
2020 Q3	$1.68M	Sell	13,346 -1,640	-11%	-$206K	0.63%	25
2020 Q2	$1.76M	Sell	14,986 -653	-4%	-$74.3K	0.71%	25
2020 Q1	$1.78M	Sell	15,639 -2,296	-13%	-$274K	0.78%	23
2019 Q4	$2.24M	Buy	+17,935	New	+$2.17M	0.82%	23

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

9258 Wealth Management's VIG Position: Q3 2024 in Review

9258 Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2024 at 12,723 shares worth $2.52M. The position accounts for 0.37% of the portfolio, ranked #51.

9258 Wealth Management first reported a position in VIG in Q4 2019 and has held it in 20 quarters since. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

9258 Wealth Management held 12,723 shares of Vanguard Dividend Appreciation ETF worth $2.52M as of Q3 2024.
9258 Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2024.
Vanguard Dividend Appreciation ETF made up 0.37% of 9258 Wealth Management's portfolio in Q3 2024, its #51 holding.
9258 Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 20 quarters since.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.