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Bivin & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bivin & Associates’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
2022
Q2 		$36K Hold
250
– – 0.04% 84
2022
Q1 		$41K Buy
250
+50
+25% +$8.07K 0.04% 87
2021
Q4 		$34K Buy
+200
New +$33K 0.03% 109

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bivin & Associates's VIG Position: Q2 2022 in Review

Bivin & Associates held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2022 at 250 shares worth $36K. The position accounts for 0.04% of the portfolio, ranked #84.

Bivin & Associates first reported a position in VIG in Q4 2021 and has held it in 3 quarters since. The position peaked at $41K in Q1 2022. 1,687 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

  • Bivin & Associates held 250 shares of Vanguard Dividend Appreciation ETF worth $36K as of Q2 2022.
  • Bivin & Associates left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2022.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Bivin & Associates's portfolio in Q2 2022, its #84 holding.
  • Bivin & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Vanguard Dividend Appreciation ETF position peaked at $41K in Q1 2022.
  • 1,687 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.