Alpine Woods Capital Investors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Alpine Woods Capital Investors’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
2020 Q4	–	Sell	-4,952	Closed	-$637K	–	243
2020 Q3	$637K	Hold	4,952	–	–	0.1%	174
2020 Q2	$580K	Hold	4,952	–	–	0.11%	168
2020 Q1	$512K	Buy	+4,952	New	+$591K	0.11%	163

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alpine Woods Capital Investors's VIG Position: Q4 2020 in Review

Alpine Woods Capital Investors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2020, closing a stake of 4,952 shares — an estimated $637K sold.

Alpine Woods Capital Investors first reported a position in VIG in Q1 2020 and held it in 3 quarters. The position peaked at $637K in Q3 2020. 1,411 funds tracked by Wall St. Rank hold VIG as of Q4 2020.

Alpine Woods Capital Investors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 4,952 Vanguard Dividend Appreciation ETF shares in Q4 2020, an estimated $637K.
Alpine Woods Capital Investors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and held it in 3 quarters.
Alpine Woods Capital Investors's Vanguard Dividend Appreciation ETF position peaked at $637K in Q3 2020.
1,411 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2020, filed 1 Feb 2021.