Bank Hapoalim BM’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bank Hapoalim BM’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 Q2	–	Sell	-1,465	Closed	-$226K	–	161
2023 Q1	$226K	Sell	1,465 -321	-18%	-$49.2K	0.03%	152
2022 Q4	$271K	Hold	1,786	–	–	0.03%	148
2022 Q3	$241K	Sell	1,786 -146	-8%	-$21.7K	0.03%	154
2022 Q2	$277K	Sell	1,932 -154	-7%	-$23.4K	0.03%	159
2022 Q1	$338K	Sell	2,086 -2,097	-50%	-$338K	0.04%	167
2021 Q4	$718K	Sell	4,183 -788	-16%	-$130K	0.07%	148
2021 Q3	$764K	Hold	4,971	–	–	0.08%	140
2021 Q2	$769K	Hold	4,971	–	–	0.09%	145
2021 Q1	$731K	Sell	4,971 -434	-8%	-$61.7K	0.09%	138
2020 Q4	$763K	Sell	5,405 -159	-3%	-$21.5K	0.11%	115
2020 Q3	$716K	Sell	5,564 -406	-7%	-$51.1K	0.03%	98
2020 Q2	$700K	Buy	+5,970	New	+$680K	0.16%	98
2020 Q1	–	Sell	-2,102	Closed	-$262K	–	189
2019 Q4	$262K	Hold	2,102	–	–	0.06%	148
2019 Q3	$250K	Sell	2,102 -200	-9%	-$23.6K	0.06%	143
2019 Q2	$265K	Hold	2,302	–	–	0.07%	143
2019 Q1	$252K	Sell	2,302 -195	-8%	-$20.6K	0.06%	145
2018 Q4	$245K	Hold	2,497	–	–	0.08%	136
2018 Q3	$276K	Sell	2,497 -10	-0.4%	-$1.07K	0.07%	162
2018 Q2	$255K	Sell	2,507 -389	-13%	-$39.7K	0.07%	165
2018 Q1	$293K	Hold	2,896	–	–	0.08%	162
2017 Q4	$295K	Sell	2,896 -570	-16%	-$56.1K	0.06%	161
2017 Q3	$329K	Sell	3,466 -1,750	-34%	-$163K	0.07%	173
2017 Q2	$483K	Buy	5,216 +1,370	+36%	+$126K	0.11%	126
2017 Q1	$346K	Hold	3,846	–	–	0.08%	146
2016 Q4	$328K	Buy	3,846 +687	+22%	+$57.8K	0.09%	137
2016 Q3	$265K	Sell	3,159 -90	-3%	-$7.63K	0.06%	159
2016 Q2	$270K	Hold	3,249	–	–	0.06%	151
2016 Q1	$264K	Sell	3,249 -80	-2%	-$6.13K	0.06%	138
2015 Q4	$259K	Sell	3,329 -130	-4%	-$10.1K	0.06%	141
2015 Q3	$255K	Sell	3,459 -383	-10%	-$29.7K	0.06%	140
2015 Q2	$302K	Sell	3,842 -95	-2%	-$7.7K	0.06%	150
2015 Q1	$317K	Buy	3,937 +30	+0.8%	+$2.43K	0.06%	138
2014 Q4	$317K	Sell	3,907 -156	-4%	-$12.3K	0.07%	131
2014 Q3	$313K	Hold	4,063	–	–	0.07%	132
2014 Q2	$317K	Sell	4,063 -738	-15%	-$56.5K	0.08%	121
2014 Q1	$361K	Sell	4,801 -720	-13%	-$53.1K	0.1%	106
2013 Q4	$415K	Buy	+5,521	New	+$402K	0.13%	93

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank Hapoalim BM's VIG Position: Q2 2023 in Review

Bank Hapoalim BM sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 1,465 shares — an estimated $226K sold.

Bank Hapoalim BM first reported a position in VIG in Q4 2013 and held it in 37 quarters. The position peaked at $769K in Q2 2021. 1,797 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

Bank Hapoalim BM reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
Bank Hapoalim BM sold 1,465 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $226K.
Bank Hapoalim BM first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and held it in 37 quarters.
Bank Hapoalim BM's Vanguard Dividend Appreciation ETF position peaked at $769K in Q2 2021.
1,797 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Bank Hapoalim BM's 13F filing for Q2 2023, filed 26 Jul 2023.