B&D White Capital Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

B&D White Capital Company’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
2021 Q3	–	Sell	-3,490	Closed	-$540K	–	78
2021 Q2	$540K	Sell	3,490 -9,072	-72%	-$1.39M	0.24%	33
2021 Q1	$1.75M	Buy	12,562 +58	+0.5%	+$8.25K	0.93%	23
2020 Q4	$1.76M	Buy	+12,504	New	+$1.69M	1%	20

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

B&D White Capital Company's VIG Position: Q3 2021 in Review

B&D White Capital Company sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2021, closing a stake of 3,490 shares — an estimated $540K sold.

B&D White Capital Company first reported a position in VIG in Q4 2020 and held it in 3 quarters. The position peaked at $1.76M in Q4 2020. 1,486 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

B&D White Capital Company reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
B&D White Capital Company sold 3,490 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $540K.
B&D White Capital Company first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 3 quarters.
B&D White Capital Company's Vanguard Dividend Appreciation ETF position peaked at $1.76M in Q4 2020.
1,486 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on B&D White Capital Company's 13F filing for Q3 2021, filed 27 Oct 2021.