DFPG Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

DFPG Investments’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	$315K	Sell	1,869 -117	-6%	-$18.8K	0.02%	508
2023 Q3	$312K	Sell	1,986 -1,010	-34%	-$164K	0.03%	465
2023 Q2	$493K	Buy	2,996 +299	+11%	+$46.8K	0.04%	377
2023 Q1	$415K	Buy	2,697 +340	+14%	+$52.1K	0.04%	376
2022 Q4	$368K	Buy	+2,357	New	+$351K	0.06%	314
2022 Q2	–	Sell	-1,434	Closed	-$232K	–	177
2022 Q1	$232K	Buy	1,434 +83	+6%	+$13.4K	0.09%	146
2021 Q4	$218K	Buy	+1,351	New	+$223K	0.09%	159

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

DFPG Investments's VIG Position: Q4 2023 in Review

DFPG Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.9% in Q4 2023, selling an estimated $18.8K and leaving 1,869 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #508.

DFPG Investments first reported a position in VIG in Q4 2021 and has held it in 7 quarters since. The position peaked at $493K in Q2 2023. 2,021 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

DFPG Investments held 1,869 shares of Vanguard Dividend Appreciation ETF worth $315K as of Q4 2023.
DFPG Investments sold 117 Vanguard Dividend Appreciation ETF shares in Q4 2023, an estimated $18.8K.
Vanguard Dividend Appreciation ETF made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #508 holding.
DFPG Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 7 quarters since.
DFPG Investments's Vanguard Dividend Appreciation ETF position peaked at $493K in Q2 2023.
2,021 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.