Byrne Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Byrne Asset Management’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
2024 Q3	–	Sell	-209	Closed	-$38.4K	–	571
2024 Q2	$38.4K	Hold	209	–	–	0.03%	227
2024 Q1	$38.2K	Hold	209	–	–	0.03%	224
2023 Q4	$35.6K	Hold	209	–	–	0.03%	222
2023 Q3	$32K	Hold	209	–	–	0.03%	230
2023 Q2	$34K	Hold	209	–	–	0.02%	271
2023 Q1	$32K	Buy	+209	New	+$32K	0.02%	266

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

HWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Byrne Asset Management's VIG Position: Q3 2024 in Review

Byrne Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 209 shares — an estimated $38.4K sold.

Byrne Asset Management first reported a position in VIG in Q1 2023 and held it in 6 quarters. The position peaked at $38.4K in Q2 2024. 2,107 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Byrne Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
Byrne Asset Management sold 209 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $38.4K.
Byrne Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 6 quarters.
Byrne Asset Management's Vanguard Dividend Appreciation ETF position peaked at $38.4K in Q2 2024.
2,107 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Byrne Asset Management's 13F filing for Q3 2024, filed 28 Jan 2025.