AdvicePeriod’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AdvicePeriod’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	$12M	Buy	77,654 +3,069	+4%	+$471K	0.78%	30
2021 Q1	$11M	Sell	74,585 -1,314	-2%	-$187K	0.78%	30
2020 Q4	$10.7M	Buy	75,899 +4,467	+6%	+$605K	0.82%	30
2020 Q3	$9.19M	Sell	71,432 -158	-0.2%	-$19.9K	0.83%	28
2020 Q2	$8.39M	Buy	71,590 +586	+0.8%	+$66.7K	0.91%	28
2020 Q1	$7.34M	Buy	71,004 +544	+0.8%	+$64.9K	0.77%	33
2019 Q4	$8.78M	Sell	70,460 -10,569	-13%	-$1.28M	0.77%	27
2019 Q3	$9.69M	Buy	81,029 +1,324	+2%	+$156K	0.9%	24
2019 Q2	$9.18M	Sell	79,705 -958	-1%	-$107K	0.86%	24
2019 Q1	$8.84M	Buy	80,663 +35,940	+80%	+$3.79M	0.85%	25
2018 Q4	$4.38M	Sell	44,723 -4,467	-9%	-$466K	0.5%	34
2018 Q3	$5.45M	Buy	+49,190	New	+$5.29M	0.59%	32
2018 Q2	–	Sell	-21,802	Closed	-$2.2M	–	74
2018 Q1	$2.2M	Sell	21,802 -735	-3%	-$76.2K	0.38%	33
2017 Q4	$2.3M	Buy	+22,537	New	+$2.22M	0.44%	33

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

AdvicePeriod's VIG Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.1% in Q2 2021, buying an estimated $471K and bringing the position to 77,654 shares worth $12M. The position accounts for 0.78% of the portfolio, ranked #30.

AdvicePeriod first reported a position in VIG in Q4 2017 and has held it in 14 quarters since. 1,478 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

AdvicePeriod held 77,654 shares of Vanguard Dividend Appreciation ETF worth $12M as of Q2 2021.
AdvicePeriod bought 3,069 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $471K.
Vanguard Dividend Appreciation ETF made up 0.78% of AdvicePeriod's portfolio in Q2 2021, its #30 holding.
AdvicePeriod first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 14 quarters since.
1,478 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.