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CIC Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CIC Wealth’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 		$1M Buy
5,055
+4
+0.1% +$762 0.26% 72
2024
Q2 		$922K Sell
5,051
-360
-7% -$64.8K 0.25% 72
2024
Q1 		$988K Buy
5,411
+3
+0.1% +$527 0.29% 68
2023
Q4 		$922K Sell
5,408
-58
-1% -$9.33K 0.29% 69
2023
Q3 		$849K Buy
5,466
+5
+0.1% +$811 0.3% 68
2023
Q2 		$887K Sell
5,461
-334
-6% -$52.3K 0.31% 67
2023
Q1 		$893K Sell
5,795
-380
-6% -$58.2K 0.34% 61
2022
Q4 		$938K Buy
+6,175
New +$920K 0.39% 61

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIC Wealth's VIG Position: Q3 2024 in Review

CIC Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q3 2024, buying an estimated $762 and bringing the position to 5,055 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #72.

CIC Wealth first reported a position in VIG in Q4 2022 and has held it in 8 quarters since. 2,106 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • CIC Wealth held 5,055 shares of Vanguard Dividend Appreciation ETF worth $1M as of Q3 2024.
  • CIC Wealth bought 4 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $762.
  • Vanguard Dividend Appreciation ETF made up 0.26% of CIC Wealth's portfolio in Q3 2024, its #72 holding.
  • CIC Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 8 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.