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Crown Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Crown Wealth Group’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 		– Sell
-1,566
Closed -$254K – 101
2022
Q1 		$254K Sell
1,566
-1,775
-53% -$286K 0.18% 78
2021
Q4 		$574K Buy
+3,341
New +$551K 0.53% 41

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 $15.5B AUM 18.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Crown Wealth Group's VIG Position: Q2 2022 in Review

Crown Wealth Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 1,566 shares — an estimated $254K sold.

Crown Wealth Group first reported a position in VIG in Q4 2021 and held it in 2 quarters. The position peaked at $574K in Q4 2021. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

  • Crown Wealth Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 1,566 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $254K.
  • Crown Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 2 quarters.
  • Crown Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $574K in Q4 2021.
  • 1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.