EisnerAmper Wealth Management Corporate Benefits’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$20.4M	Buy	119,539 +89,149	+293%	+$14.3M	7.44%	2
2023 Q3	$4.72M	Sell	30,390 -2,071	-6%	-$336K	2.11%	16
2023 Q2	$5.27M	Sell	32,461 -4	-0%	-$626	2.52%	14
2023 Q1	$5M	Sell	32,465 -7,937	-20%	-$1.22M	2.42%	13
2022 Q4	$6.13M	Buy	40,402 +1,966	+5%	+$293K	3.13%	10
2022 Q3	$5.2M	Buy	38,436 +1,634	+4%	+$243K	2.96%	11
2022 Q2	$5.28M	Sell	36,802 -2,362	-6%	-$360K	2.8%	12
2022 Q1	$6.35M	Buy	39,164 +2,440	+7%	+$394K	3.05%	9
2021 Q4	$6.31M	Sell	36,724 -107	-0.3%	-$17.6K	2.87%	10
2021 Q3	$5.66M	Buy	36,831 +23	+0.1%	+$3.67K	2.85%	10
2021 Q2	$5.7M	Buy	36,808 +112	+0.3%	+$17.2K	2.88%	10
2021 Q1	$5.4M	Sell	36,696 -83	-0.2%	-$11.8K	2.91%	9
2020 Q4	$5.19M	Sell	36,779 -47	-0.1%	-$6.37K	2.97%	10
2020 Q3	$4.74M	Sell	36,826 -103	-0.3%	-$13K	3.11%	11
2020 Q2	$4.33M	Sell	36,929 -100,764	-73%	-$11.5M	2.96%	11
2020 Q1	$14.2M	Buy	137,693 +135,173	+5,364%	+$16.1M	9.66%	3
2019 Q4	$314K	Buy	2,520 +288	+13%	+$34.8K	0.22%	30
2019 Q3	$267K	Buy	+2,232	New	+$263K	0.19%	33

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

EisnerAmper Wealth Management Corporate Benefits's VIG Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits increased its Vanguard Dividend Appreciation ETF (VIG) stake by 293% in Q4 2023, buying an estimated $14.3M and bringing the position to 119,539 shares worth $20.4M. The position accounts for 7.44% of the portfolio, ranked #2.

EisnerAmper Wealth Management Corporate Benefits first reported a position in VIG in Q3 2019 and has held it in 18 quarters since. 2,021 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 119,539 shares of Vanguard Dividend Appreciation ETF worth $20.4M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits bought 89,149 Vanguard Dividend Appreciation ETF shares in Q4 2023, an estimated $14.3M.
Vanguard Dividend Appreciation ETF made up 7.44% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #2 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 18 quarters since.
2,021 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.