Consultiva Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Consultiva Wealth 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
2023 Q3	$210K	Buy	1,353 +306	+29%	+$49.6K	5.39%	3
2023 Q2	$170K	Hold	1,047	–	–	4.29%	4
2023 Q1	$161K	Buy	1,047 +4	+0.4%	+$613	4.13%	4
2022 Q4	$158K	Buy	1,043 +3	+0.3%	+$447	4.12%	4
2022 Q3	$141K	Buy	1,040 +4	+0.4%	+$595	3.96%	4
2022 Q2	$149K	Buy	1,036 +4	+0.4%	+$609	4.18%	5
2022 Q1	$167K	Buy	1,032 +3	+0.3%	+$484	4.01%	4
2021 Q4	$177K	Buy	1,029 +3	+0.3%	+$494	4.04%	4
2021 Q3	$158K	Buy	+1,026	New	+$164K	3.63%	5
2021 Q1	$150K	Buy	1,020 +3	+0.3%	+$427	3.25%	6
2020 Q4	$144K	Buy	+1,017	New	+$138K	3.36%	8
2019 Q2	$158K	Buy	+1,023	New	+$115K	3.22%	6

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Consultiva Wealth Management's VIG Position: Q3 2023 in Review

Consultiva Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 29% in Q3 2023, buying an estimated $49.6K and bringing the position to 1,353 shares worth $210K. The position accounts for 5.39% of the portfolio, ranked #3.

Consultiva Wealth Management first reported a position in VIG in Q2 2019 and has held it in 12 quarters since. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

Consultiva Wealth Management held 1,353 shares of Vanguard Dividend Appreciation ETF worth $210K as of Q3 2023.
Consultiva Wealth Management bought 306 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $49.6K.
Vanguard Dividend Appreciation ETF made up 5.39% of Consultiva Wealth Management's portfolio in Q3 2023, its #3 holding.
Consultiva Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 12 quarters since.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Consultiva Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.