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Alera Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Alera Investment Advisors’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 		$582K Buy
2,940
+191
+7% +$36.4K 0.07% 122
2024
Q2 		$502K Sell
2,749
-3
-0.1% -$540 0.06% 132
2024
Q1 		$503K Sell
2,752
-4,438
-62% -$780K 0.07% 117
2023
Q4 		$1.23M Hold
7,190
– – 0.16% 43
2023
Q3 		$1.12M Sell
7,190
-4
-0.1% -$648 0.18% 39
2023
Q2 		$1.17M Hold
7,194
– – 0.25% 42
2023
Q1 		$1.11M Sell
7,194
-185
-3% -$28.3K 0.26% 41
2022
Q4 		$1.12M Sell
7,379
-54
-0.7% -$8.05K 0.26% 41
2022
Q3 		$1M Hold
7,433
– – 0.28% 43
2022
Q2 		$1.07M Sell
7,433
-1
-0% -$152 0.3% 42
2022
Q1 		$1.21M Hold
7,434
– – 0.28% 40
2021
Q4 		$1.28M Sell
7,434
-145
-2% -$23.9K 0.35% 30
2021
Q3 		$1.16M Sell
7,579
-310
-4% -$49.4K 0.34% 30
2021
Q2 		$1.22M Sell
7,889
-238
-3% -$36.5K 0.37% 29
2021
Q1 		$1.2M Buy
8,127
+49
+0.6% +$6.97K 0.39% 30
2020
Q4 		$1.14M Sell
8,078
-421
-5% -$57.1K 0.4% 30
2020
Q3 		$1.09M Sell
8,499
-124
-1% -$15.6K 0.44% 30
2020
Q2 		$1M Hold
8,623
– – 0.53% 31
2020
Q1 		$892K Sell
8,623
-122
-1% -$14.6K 0.54% 31
2019
Q4 		$1.09M Hold
8,745
– – 0.5% 24
2019
Q3 		$1.05M Sell
8,745
-45
-0.5% -$5.31K 0.52% 23
2019
Q2 		$1.01M Sell
8,790
-225
-2% -$25.2K 0.52% 23
2019
Q1 		$988K Sell
9,015
-539
-6% -$56.8K 0.48% 24
2018
Q4 		$936K Buy
+9,554
New +$996K 0.57% 29

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alera Investment Advisors's VIG Position: Q3 2024 in Review

Alera Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.9% in Q3 2024, buying an estimated $36.4K and bringing the position to 2,940 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #122.

Alera Investment Advisors first reported a position in VIG in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.28M in Q4 2021. 2,102 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • Alera Investment Advisors held 2,940 shares of Vanguard Dividend Appreciation ETF worth $582K as of Q3 2024.
  • Alera Investment Advisors bought 191 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $36.4K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #122 holding.
  • Alera Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.28M in Q4 2021.
  • 2,102 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.