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

DB Wealth Management 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
2023 Q4	$1.19M	Sell	6,995 -303	-4%	-$48.8K	0.68%	32
2023 Q3	$1.13M	Buy	7,298 +3,530	+94%	+$572K	0.72%	30
2023 Q2	$612K	Hold	3,768	–	–	0.37%	51
2023 Q1	$580K	Sell	3,768 -146	-4%	-$22.4K	0.37%	51
2022 Q4	$594K	Sell	3,914 -14	-0.4%	-$2.09K	0.39%	48
2022 Q3	$531K	Hold	3,928	–	–	0.38%	49
2022 Q2	$564K	Sell	3,928 -42	-1%	-$6.39K	0.38%	50
2022 Q1	$644K	Sell	3,970 -6	-0.2%	-$968	0.39%	53
2021 Q4	$683K	Sell	3,976 -12	-0.3%	-$1.98K	0.4%	55
2021 Q3	$613K	Sell	3,988 -8	-0.2%	-$1.27K	0.39%	53
2021 Q2	$619K	Sell	3,996 -1,337	-25%	-$205K	0.4%	54
2021 Q1	$784K	Hold	5,333	–	–	0.54%	46
2020 Q4	$753K	Buy	+5,333	New	+$723K	0.56%	43

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

HWM

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

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

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

DB Wealth Management Group's VIG Position: Q4 2023 in Review

DB Wealth Management Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q4 2023, selling an estimated $48.8K and leaving 6,995 shares worth $1.19M. The position accounts for 0.68% of the portfolio, ranked #32.

DB Wealth Management Group first reported a position in VIG in Q4 2020 and has held it in 13 quarters since. 2,021 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

DB Wealth Management Group held 6,995 shares of Vanguard Dividend Appreciation ETF worth $1.19M as of Q4 2023.
DB Wealth Management Group sold 303 Vanguard Dividend Appreciation ETF shares in Q4 2023, an estimated $48.8K.
Vanguard Dividend Appreciation ETF made up 0.68% of DB Wealth Management Group's portfolio in Q4 2023, its #32 holding.
DB Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 13 quarters since.
2,021 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.