AXS Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AXS Investments’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	-2,780	Closed	-$508K	–	311
2024 Q1	$508K	Buy	+2,780	New	+$488K	0.12%	222
2021 Q4	–	Sell	-4,608	Closed	-$708K	–	233
2021 Q3	$708K	Buy	+4,608	New	+$734K	0.27%	40

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

AXS Investments's VIG Position: Q2 2024 in Review

AXS Investments sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2024, closing a stake of 2,780 shares — an estimated $508K sold.

AXS Investments first reported a position in VIG in Q3 2021 and held it in 2 quarters. The position peaked at $708K in Q3 2021. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

AXS Investments reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 2,780 Vanguard Dividend Appreciation ETF shares in Q2 2024, an estimated $508K.
AXS Investments first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and held it in 2 quarters.
AXS Investments's Vanguard Dividend Appreciation ETF position peaked at $708K in Q3 2021.
2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.