Econ Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Econ Financial Services’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
2024 Q1	–	Sell	-17,046	Closed	-$2.9M	–	99
2023 Q4	$2.9M	Sell	17,046 -16,513	-49%	-$2.66M	2.04%	15
2023 Q3	$5.21M	Buy	33,559 +29,723	+775%	+$4.82M	3.8%	6
2023 Q2	$623K	Buy	+3,836	New	+$601K	0.44%	67

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 $17.8B AUM 24.16% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Econ Financial Services's VIG Position: Q1 2024 in Review

Econ Financial Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 17,046 shares — an estimated $2.9M sold.

Econ Financial Services first reported a position in VIG in Q2 2023 and held it in 3 quarters. The position peaked at $5.21M in Q3 2023. 2,039 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Econ Financial Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Econ Financial Services sold 17,046 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $2.9M.
Econ Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and held it in 3 quarters.
Econ Financial Services's Vanguard Dividend Appreciation ETF position peaked at $5.21M in Q3 2023.
2,039 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Econ Financial Services's 13F filing for Q1 2024, filed 15 May 2024.