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

BDO 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 Q2	$2.17M	Sell	13,380 -10,252	-43%	-$1.61M	0.25%	85
2023 Q1	$3.64M	Sell	23,632 -10,973	-32%	-$1.68M	0.45%	44
2022 Q4	$5.25M	Buy	34,605 +1,043	+3%	+$155K	0.65%	27
2022 Q3	$4.54M	Buy	33,562 +12,780	+61%	+$1.9M	0.6%	31
2022 Q2	$2.98M	Sell	20,782 -20,569	-50%	-$3.13M	0.37%	50
2022 Q1	$6.71M	Buy	41,351 +11,099	+37%	+$1.79M	0.72%	26
2021 Q4	$5.2M	Sell	30,252 -2,487	-8%	-$410K	0.55%	37
2021 Q3	$5.03M	Buy	32,739 +7,881	+32%	+$1.26M	0.55%	37
2021 Q2	$3.85M	Sell	24,858 -12,117	-33%	-$1.86M	0.43%	46
2021 Q1	$5.44M	Buy	36,975 +15,217	+70%	+$2.16M	0.64%	32
2020 Q4	$3.07M	Sell	21,758 -10,290	-32%	-$1.39M	0.43%	39
2020 Q3	$4.12M	Buy	32,048 +7,626	+31%	+$959K	0.67%	32
2020 Q2	$2.86M	Sell	24,422 -743	-3%	-$84.6K	0.5%	37
2020 Q1	$2.6M	Buy	25,165 +99	+0.4%	+$11.8K	0.53%	38
2019 Q4	$3.13M	Sell	25,066 -9,578	-28%	-$1.16M	0.81%	26
2019 Q3	$4.14M	Buy	34,644 +1,907	+6%	+$225K	1.06%	21
2019 Q2	$3.77M	Buy	32,737 +9,814	+43%	+$1.1M	1.03%	23
2019 Q1	$2.51M	Buy	22,923 +5,841	+34%	+$616K	0.73%	31
2018 Q4	$1.67M	Sell	17,082 -7,575	-31%	-$790K	0.58%	39
2018 Q3	$2.73M	Buy	24,657 +4,341	+21%	+$467K	0.88%	23
2018 Q2	$2.06M	Buy	20,316 +3,128	+18%	+$319K	0.7%	28
2018 Q1	$1.74M	Buy	17,188 +3,858	+29%	+$400K	0.65%	28
2017 Q4	$1.36M	Sell	13,330 -973	-7%	-$95.8K	0.61%	29
2017 Q3	$1.36M	Sell	14,303 -4,672	-25%	-$436K	0.67%	23
2017 Q2	$1.76M	Buy	+18,975	New	+$1.74M	0.77%	21

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

BDO Wealth Advisors's VIG Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 43% in Q2 2023, selling an estimated $1.61M and leaving 13,380 shares worth $2.17M. The position accounts for 0.25% of the portfolio, ranked #85.

BDO Wealth Advisors first reported a position in VIG in Q2 2017 and has held it in 25 quarters since. The position peaked at $6.71M in Q1 2022. 1,795 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

BDO Wealth Advisors held 13,380 shares of Vanguard Dividend Appreciation ETF worth $2.17M as of Q2 2023.
BDO Wealth Advisors sold 10,252 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $1.61M.
Vanguard Dividend Appreciation ETF made up 0.25% of BDO Wealth Advisors's portfolio in Q2 2023, its #85 holding.
BDO Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.71M in Q1 2022.
1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.