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All Season Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

All Season Financial 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 		$1.55M Buy
7,831
+3,463
+79% +$659K 1.32% 24
2024
Q2 		$797K Buy
+4,368
New +$786K 0.72% 32

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

All Season Financial Advisors's VIG Position: Q3 2024 in Review

All Season Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 79% in Q3 2024, buying an estimated $659K and bringing the position to 7,831 shares worth $1.55M. The position accounts for 1.32% of the portfolio, ranked #24.

All Season Financial Advisors first reported a position in VIG in Q2 2024 and has held it in 2 quarters since. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • All Season Financial Advisors held 7,831 shares of Vanguard Dividend Appreciation ETF worth $1.55M as of Q3 2024.
  • All Season Financial Advisors bought 3,463 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $659K.
  • Vanguard Dividend Appreciation ETF made up 1.32% of All Season Financial Advisors's portfolio in Q3 2024, its #24 holding.
  • All Season Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 2 quarters since.
  • 2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.