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

AFS 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 Q3	$274K	Buy	1,384 +7	+0.5%	+$1.33K	23.77%	2
2024 Q2	$251K	Sell	1,377 -783	-36%	-$141K	3.37%	12
2024 Q1	$395K	Sell	2,160 -1,420	-40%	-$249K	1.66%	12
2023 Q4	$610K	Sell	3,580 -900	-20%	-$145K	0.57%	29
2023 Q3	$696K	Buy	4,480 +71	+2%	+$11.5K	0.48%	42
2023 Q2	$716K	Sell	4,409 -461	-9%	-$72.2K	0.46%	46
2023 Q1	$750K	Buy	4,870 +91	+2%	+$13.9K	0.5%	45
2022 Q4	$726K	Buy	+4,779	New	+$712K	0.52%	45

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

AFS Financial Group's VIG Position: Q3 2024 in Review

AFS Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.51% in Q3 2024, buying an estimated $1.33K and bringing the position to 1,384 shares worth $274K. The position accounts for 23.77% of the portfolio, ranked #2.

AFS Financial Group first reported a position in VIG in Q4 2022 and has held it in 8 quarters since. The position peaked at $750K in Q1 2023. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

AFS Financial Group held 1,384 shares of Vanguard Dividend Appreciation ETF worth $274K as of Q3 2024.
AFS Financial Group bought 7 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $1.33K.
Vanguard Dividend Appreciation ETF made up 23.77% of AFS Financial Group's portfolio in Q3 2024, its #2 holding.
AFS Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 8 quarters since.
AFS Financial Group's Vanguard Dividend Appreciation ETF position peaked at $750K in Q1 2023.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on AFS Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.