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Domani Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Domani Wealth’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
Q1 		$206K Hold
1,338
– – 0.05% 115
2022
Q4 		$203K Sell
1,338
-330
-20% -$49.2K 0.05% 116
2022
Q3 		$225K Sell
1,668
-427
-20% -$63.5K 0.07% 99
2022
Q2 		$301K Hold
2,095
– – 0.08% 92
2022
Q1 		$340K Sell
2,095
-443
-17% -$71.5K 0.07% 101
2021
Q4 		$436K Buy
2,538
+829
+49% +$137K 0.09% 84
2021
Q3 		$263K Hold
1,709
– – 0.06% 105
2021
Q2 		$265K Sell
1,709
-1,000
-37% -$153K 0.05% 109
2021
Q1 		$398K Hold
2,709
– – 0.08% 87
2020
Q4 		$382K Sell
2,709
-5
-0.2% -$678 0.08% 84
2020
Q3 		$349K Buy
2,714
+5
+0.2% +$629 0.08% 90
2020
Q2 		$317K Buy
+2,709
New +$308K 0.07% 94
2018
Q4 		– Sell
-2,200
Closed -$244K – 112
2018
Q3 		$244K Hold
2,200
– – 0.1% 89
2018
Q2 		$224K Hold
2,200
– – 0.1% 98
2018
Q1 		$222K Sell
2,200
-1
-0% -$104 0.1% 99
2017
Q4 		$225K Hold
2,201
– – 0.1% 95
2017
Q3 		$209K Sell
2,201
-200
-8% -$18.7K 0.09% 94
2017
Q2 		$222K Hold
2,401
– – 0.09% 91
2017
Q1 		$216K Sell
2,401
-264
-10% -$23.4K 0.09% 94
2016
Q4 		$227K Sell
2,665
-1,755
-40% -$148K 0.09% 94
2016
Q3 		$371K Buy
4,420
+1,011
+30% +$85.7K 0.14% 80
2016
Q2 		$284K Sell
3,409
-96
-3% -$7.84K 0.11% 91
2016
Q1 		$285K Sell
3,505
-168
-5% -$12.9K 0.11% 99
2015
Q4 		$286K Sell
3,673
-901
-20% -$70.3K 0.11% 98
2015
Q3 		$337K Buy
4,574
+417
+10% +$32.3K 0.18% 71
2015
Q2 		$327K Buy
4,157
+3,714
+838% +$301K 0.18% 70
2015
Q1 		$5.5K Buy
+443
New +$35.9K 0.08% 63

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $17.8B AUM 24.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Domani Wealth's VIG Position: Q1 2023 in Review

Domani Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2023 at 1,338 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #115.

Domani Wealth first reported a position in VIG in Q1 2015 and has held it in 27 quarters since. The position peaked at $436K in Q4 2021. 1,780 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

  • Domani Wealth held 1,338 shares of Vanguard Dividend Appreciation ETF worth $206K as of Q1 2023.
  • Domani Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2023.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Domani Wealth's portfolio in Q1 2023, its #115 holding.
  • Domani Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 27 quarters since.
  • Domani Wealth's Vanguard Dividend Appreciation ETF position peaked at $436K in Q4 2021.
  • 1,780 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.