Cyrus J. Lawrence’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cyrus J. Lawrence’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 Q2	–	Sell	-3,665	Closed	-$564K	–	152
2023 Q1	$564K	Sell	3,665 -70	-2%	-$10.7K	0.16%	53
2022 Q4	$567K	Sell	3,735 -65	-2%	-$9.69K	0.17%	55
2022 Q3	$513K	Sell	3,800 -80	-2%	-$11.9K	0.1%	54
2022 Q2	$557K	Buy	+3,880	New	+$591K	0.16%	58

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

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

HWM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cyrus J. Lawrence's VIG Position: Q2 2023 in Review

Cyrus J. Lawrence sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 3,665 shares — an estimated $564K sold.

Cyrus J. Lawrence first reported a position in VIG in Q2 2022 and held it in 4 quarters. The position peaked at $567K in Q4 2022. 1,797 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

Cyrus J. Lawrence reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
Cyrus J. Lawrence sold 3,665 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $564K.
Cyrus J. Lawrence first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and held it in 4 quarters.
Cyrus J. Lawrence's Vanguard Dividend Appreciation ETF position peaked at $567K in Q4 2022.
1,797 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Cyrus J. Lawrence's 13F filing for Q2 2023, filed 11 Aug 2023.