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

Doyle Wealth 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
2022 Q3	$44M	Buy	325,857 +7,578	+2%	+$1.13M	3.78%	3
2022 Q2	$45.7M	Buy	318,279 +7,290	+2%	+$1.11M	3.69%	3
2022 Q1	$50.4M	Buy	310,989 +25,347	+9%	+$4.09M	3.64%	3
2021 Q4	$49.1M	Buy	285,642 +20,635	+8%	+$3.4M	3.52%	3
2021 Q3	$40.7M	Buy	265,007 +37,526	+16%	+$5.98M	3.24%	3
2021 Q2	$35.2M	Buy	227,481 +24,200	+12%	+$3.71M	2.92%	4
2021 Q1	$29.9M	Buy	203,281 +15,313	+8%	+$2.18M	2.86%	4
2020 Q4	$26.5M	Buy	187,968 +7,003	+4%	+$949K	2.7%	6
2020 Q3	$23.3M	Buy	180,965 +3,207	+2%	+$403K	2.7%	7
2020 Q2	$20.8M	Buy	177,758 +4,576	+3%	+$521K	2.74%	6
2020 Q1	$17.9M	Buy	173,182 +9,795	+6%	+$1.17M	2.85%	6
2019 Q4	$20.4M	Buy	163,387 +8,617	+6%	+$1.04M	2.55%	7
2019 Q3	$18.5M	Buy	154,770 +6,511	+4%	+$768K	2.56%	10
2019 Q2	$17.1M	Buy	148,259 +3,836	+3%	+$430K	2.36%	10
2019 Q1	$16.2M	Buy	144,423 +4,848	+3%	+$511K	2.35%	12
2018 Q4	$13.7M	Buy	139,575 +191	+0.1%	+$19.9K	2.31%	13
2018 Q3	$15.4M	Buy	139,384 +722	+0.5%	+$77.6K	2.4%	12
2018 Q2	$14.1M	Buy	138,662 +1,669	+1%	+$170K	2.33%	13
2018 Q1	$13.8M	Buy	136,993 +4,518	+3%	+$468K	2.33%	14
2017 Q4	$13.5M	Buy	132,475 +1,712	+1%	+$169K	2.28%	15
2017 Q3	$12.4M	Buy	130,763 +8,051	+7%	+$751K	2.17%	17
2017 Q2	$11.4M	Buy	122,712 +432	+0.4%	+$39.6K	2.11%	17
2017 Q1	$11M	Buy	+122,280	New	+$10.8M	2.24%	15

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Doyle Wealth Management's VIG Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q3 2022, buying an estimated $1.13M and bringing the position to 325,857 shares worth $44M. The position accounts for 3.78% of the portfolio, ranked #3.

Doyle Wealth Management first reported a position in VIG in Q1 2017 and has held it in 23 quarters since. The position peaked at $50.4M in Q1 2022. 1,644 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Doyle Wealth Management held 325,857 shares of Vanguard Dividend Appreciation ETF worth $44M as of Q3 2022.
Doyle Wealth Management bought 7,578 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $1.13M.
Vanguard Dividend Appreciation ETF made up 3.78% of Doyle Wealth Management's portfolio in Q3 2022, its #3 holding.
Doyle Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $50.4M in Q1 2022.
1,644 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.