Annapolis Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Annapolis Financial Services’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	$222K	Hold	1,122	–	–	0.07%	93
2024 Q2	$205K	Hold	1,122	–	–	0.07%	93
2024 Q1	$205K	Buy	1,122 +954	+568%	+$168K	0.07%	89
2023 Q4	$28.7K	Buy	168 +25	+17%	+$4.02K	0.01%	249
2023 Q3	$22.3K	Hold	143	–	–	0.01%	255
2023 Q2	$23.3K	Hold	143	–	–	0.01%	252
2023 Q1	$22.1K	Hold	143	–	–	0.01%	239
2022 Q4	$21.8K	Hold	143	–	–	0.01%	236
2022 Q3	$19K	Hold	143	–	–	0.01%	269
2022 Q2	$21K	Buy	143 +36	+34%	+$5.48K	0.01%	243
2022 Q1	$17K	Sell	107 -123	-53%	-$19.8K	0.01%	271
2021 Q4	$40K	Buy	230 +123	+115%	+$20.3K	0.01%	204
2021 Q3	$16K	Hold	107	–	–	0.01%	261
2021 Q2	$17K	Buy	107 +77	+257%	+$11.8K	0.01%	236
2021 Q1	$4K	Buy	+30	New	+$4.27K	﹤0.01%	327

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

Annapolis Financial Services's VIG Position: Q3 2024 in Review

Annapolis Financial Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2024 at 1,122 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #93.

Annapolis Financial Services first reported a position in VIG in Q1 2021 and has held it in 15 quarters since. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Annapolis Financial Services held 1,122 shares of Vanguard Dividend Appreciation ETF worth $222K as of Q3 2024.
Annapolis Financial Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2024.
Vanguard Dividend Appreciation ETF made up 0.07% of Annapolis Financial Services's portfolio in Q3 2024, its #93 holding.
Annapolis Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 15 quarters since.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.