Danda Trouve Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Danda Trouve Investment 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
2021 Q3	–	Sell	-53	Closed	-$8K	–	192
2021 Q2	$8K	Sell	53 -1	-2%	-$153	0.01%	138
2021 Q1	$8K	Buy	54 +1	+2%	+$142	0.01%	104
2020 Q4	$8K	Buy	53 +52	+5,200%	+$7.05K	0.01%	124
2020 Q3	$0	Hold	1	–	–	﹤0.01%	179
2020 Q2	$0	Hold	1	–	–	﹤0.01%	186
2020 Q1	$0	Sell	1 -20,020	-100%	-$2.39M	﹤0.01%	186
2019 Q4	$2.5M	Buy	+20,021	New	+$2.42M	3.59%	11

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Danda Trouve Investment Management's VIG Position: Q3 2021 in Review

Danda Trouve Investment Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2021, closing a stake of 53 shares — an estimated $8K sold.

Danda Trouve Investment Management first reported a position in VIG in Q4 2019 and held it in 7 quarters. The position peaked at $2.5M in Q4 2019. 1,486 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Danda Trouve Investment Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
Danda Trouve Investment Management sold 53 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $8K.
Danda Trouve Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 7 quarters.
Danda Trouve Investment Management's Vanguard Dividend Appreciation ETF position peaked at $2.5M in Q4 2019.
1,486 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Danda Trouve Investment Management's 13F filing for Q3 2021, filed 1 Nov 2021.