Empire Life Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Empire Life Investments’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
2021 Q4	–	Sell	-42,400	Closed	-$6.51M	–	102
2021 Q3	$6.51M	Buy	42,400 +200	+0.5%	+$31.9K	0.43%	56
2021 Q2	$6.53M	Buy	42,200 +800	+2%	+$123K	0.42%	56
2021 Q1	$6.09M	Buy	41,400 +16,200	+64%	+$2.3M	0.42%	55
2020 Q4	$3.56M	Buy	25,200 +9,000	+56%	+$1.22M	0.25%	71
2020 Q3	$2.08M	Buy	+16,200	New	+$2.04M	0.17%	69

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Empire Life Investments's VIG Position: Q4 2021 in Review

Empire Life Investments sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2021, closing a stake of 42,400 shares — an estimated $6.51M sold.

Empire Life Investments first reported a position in VIG in Q3 2020 and held it in 5 quarters. The position peaked at $6.53M in Q2 2021. 1,720 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

Empire Life Investments reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
Empire Life Investments sold 42,400 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $6.51M.
Empire Life Investments first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 5 quarters.
Empire Life Investments's Vanguard Dividend Appreciation ETF position peaked at $6.53M in Q2 2021.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Empire Life Investments's 13F filing for Q4 2021, filed 9 Feb 2022.