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Artemis Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Artemis Wealth 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
2023
Q3 		– Sell
-33
Closed -$5.36K – 76
2023
Q2 		$5.36K Buy
+33
New +$5.17K ﹤0.01% 62

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Artemis Wealth Advisors's VIG Position: Q3 2023 in Review

Artemis Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2023, closing a stake of 33 shares — an estimated $5.36K sold.

Artemis Wealth Advisors first reported a position in VIG in Q2 2023 and held it in 1 quarter. The position peaked at $5.36K in Q2 2023. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

  • Artemis Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 33 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $5.36K.
  • Artemis Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and held it in 1 quarter.
  • Artemis Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.36K in Q2 2023.
  • 1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Artemis Wealth Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.