Bel Air Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bel Air Investment 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
2021 Q2	$871K	Sell	5,630 -1,094	-16%	-$168K	0.03%	193
2021 Q1	$989K	Buy	+6,724	New	+$957K	0.03%	194
2013 Q3	–	Sell	-19,395	Closed	-$1.28M	–	120
2013 Q2	$1.28M	Buy	+19,395	New	+$1.3M	0.19%	50

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

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

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Bel Air Investment Advisors's VIG Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q2 2021, selling an estimated $168K and leaving 5,630 shares worth $871K. The position accounts for 0.03% of the portfolio, ranked #193.

Bel Air Investment Advisors first reported a position in VIG in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.28M in Q2 2013. 1,477 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

Bel Air Investment Advisors held 5,630 shares of Vanguard Dividend Appreciation ETF worth $871K as of Q2 2021.
Bel Air Investment Advisors sold 1,094 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $168K.
Vanguard Dividend Appreciation ETF made up 0.03% of Bel Air Investment Advisors's portfolio in Q2 2021, its #193 holding.
Bel Air Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 3 quarters since.
Bel Air Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.28M in Q2 2013.
1,477 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.