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

Aevitas 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
2022 Q4	$2.35M	Buy	15,448 +240	+2%	+$35.8K	1.39%	19
2022 Q3	$2.06M	Sell	15,208 -225	-1%	-$33.5K	1.55%	16
2022 Q2	$2.21M	Sell	15,433 -151	-1%	-$23K	1.5%	16
2022 Q1	$2.53M	Sell	15,584 -208	-1%	-$33.6K	1.55%	13
2021 Q4	$2.71M	Buy	15,792 +25	+0.2%	+$4.12K	1.62%	13
2021 Q3	$2.42M	Buy	15,767 +25	+0.2%	+$3.98K	1.55%	15
2021 Q2	$2.44M	Buy	15,742 +74	+0.5%	+$11.4K	1.56%	14
2021 Q1	$2.3M	Buy	15,668 +19	+0.1%	+$2.7K	1.61%	14
2020 Q4	$2.21M	Sell	15,649 -1,300	-8%	-$176K	1.62%	13
2020 Q3	$2.18M	Buy	16,949 +28	+0.2%	+$3.52K	1.8%	9
2020 Q2	$1.98M	Buy	16,921 +252	+2%	+$28.7K	1.83%	11
2020 Q1	$1.72M	Sell	16,669 -528	-3%	-$63K	1.93%	10
2019 Q4	$2.14M	Sell	17,197 -297	-2%	-$35.9K	2.02%	10
2019 Q3	$2.09M	Buy	17,494 +162	+0.9%	+$19.1K	2.1%	10
2019 Q2	$2M	Buy	17,332 +135	+0.8%	+$15.1K	2.01%	10
2019 Q1	$1.89M	Buy	17,197 +249	+1%	+$26.2K	1.68%	12
2018 Q4	$1.66M	Sell	16,948 -270	-2%	-$28.2K	1.7%	11
2018 Q3	$1.91M	Sell	17,218 -472	-3%	-$50.7K	1.73%	12
2018 Q2	$1.8M	Sell	17,690 -315	-2%	-$32.1K	1.75%	12
2018 Q1	$1.82M	Sell	18,005 -239	-1%	-$24.8K	1.82%	11
2017 Q4	$1.86M	Buy	+18,244	New	+$1.8M	1.77%	13

Other funds holding VIG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Aevitas Wealth Management's VIG Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q4 2022, buying an estimated $35.8K and bringing the position to 15,448 shares worth $2.35M. The position accounts for 1.39% of the portfolio, ranked #19.

Aevitas Wealth Management first reported a position in VIG in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.71M in Q4 2021. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Aevitas Wealth Management held 15,448 shares of Vanguard Dividend Appreciation ETF worth $2.35M as of Q4 2022.
Aevitas Wealth Management bought 240 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $35.8K.
Vanguard Dividend Appreciation ETF made up 1.39% of Aevitas Wealth Management's portfolio in Q4 2022, its #19 holding.
Aevitas Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.71M in Q4 2021.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.