Aspen Wealth Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aspen Wealth Strategies’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 Q2	–	Sell	-1,308	Closed	-$239K	–	78
2024 Q1	$239K	Sell	1,308 -6,814	-84%	-$1.2M	0.17%	70
2023 Q4	$1.38M	Sell	8,122 -51,218	-86%	-$8.24M	1.01%	18
2023 Q3	$9.22M	Sell	59,340 -1,068	-2%	-$173K	7.19%	6
2023 Q2	$9.81M	Sell	60,408 -1,308	-2%	-$205K	7.45%	5
2023 Q1	$9.5M	Buy	61,716 +746	+1%	+$114K	7.37%	5
2022 Q4	$9.26M	Buy	+60,970	New	+$9.09M	7.41%	5

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aspen Wealth Strategies's VIG Position: Q2 2024 in Review

Aspen Wealth Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2024, closing a stake of 1,308 shares — an estimated $239K sold.

Aspen Wealth Strategies first reported a position in VIG in Q4 2022 and held it in 6 quarters. The position peaked at $9.81M in Q2 2023. 2,056 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

Aspen Wealth Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
Aspen Wealth Strategies sold 1,308 Vanguard Dividend Appreciation ETF shares in Q2 2024, an estimated $239K.
Aspen Wealth Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 6 quarters.
Aspen Wealth Strategies's Vanguard Dividend Appreciation ETF position peaked at $9.81M in Q2 2023.
2,056 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Aspen Wealth Strategies's 13F filing for Q2 2024, filed 22 Jul 2024.