EMFO LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

EMFO LLC’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 Q2	$959K	Hold	5,256	–	–	0.86%	29
2024 Q1	$960K	Hold	5,256	–	–	0.88%	31
2023 Q4	$896K	Hold	5,256	–	–	0.83%	33
2023 Q3	$817K	Hold	5,256	–	–	0.77%	35
2023 Q2	$854K	Hold	5,256	–	–	0.77%	32
2023 Q1	$809K	Hold	5,256	–	–	0.76%	34
2022 Q4	$798K	Sell	5,256 -618	-11%	-$92.1K	0.8%	33
2022 Q3	$794K	Sell	5,874 -1,286	-18%	-$191K	0.76%	39
2022 Q2	$1.03M	Hold	7,160	–	–	1.04%	28
2022 Q1	$1.16M	Hold	7,160	–	–	1.05%	24
2021 Q4	$1.23M	Hold	7,160	–	–	1.09%	25
2021 Q3	$1.1M	Hold	7,160	–	–	0.97%	28
2021 Q2	$1.11M	Buy	+7,160	New	+$1.1M	0.97%	29

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

RJA

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

EMFO LLC's VIG Position: Q2 2024 in Review

EMFO LLC held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2024 at 5,256 shares worth $959K. The position accounts for 0.86% of the portfolio, ranked #29.

EMFO LLC first reported a position in VIG in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2021. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

EMFO LLC held 5,256 shares of Vanguard Dividend Appreciation ETF worth $959K as of Q2 2024.
EMFO LLC left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2024.
Vanguard Dividend Appreciation ETF made up 0.86% of EMFO LLC's portfolio in Q2 2024, its #29 holding.
EMFO LLC first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Vanguard Dividend Appreciation ETF position peaked at $1.23M in Q4 2021.
2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.