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

Connectus 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
Q1 		$268K Buy
1,465
+4
+0.3% +$703 0.01% 334
2023
Q4 		$249K Buy
1,461
+54
+4% +$8.69K 0.01% 466
2023
Q3 		$219K Buy
+1,407
New +$228K ﹤0.01% 460

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Connectus Wealth's VIG Position: Q1 2024 in Review

Connectus Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.27% in Q1 2024, buying an estimated $703 and bringing the position to 1,465 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #334.

Connectus Wealth first reported a position in VIG in Q3 2023 and has held it in 3 quarters since. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Connectus Wealth held 1,465 shares of Vanguard Dividend Appreciation ETF worth $268K as of Q1 2024.
  • Connectus Wealth bought 4 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $703.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #334 holding.
  • Connectus Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 3 quarters since.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.