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

Endurance 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
2023 Q2	$37K	Hold	230	–	–	0.01%	372
2023 Q1	$35K	Hold	230	–	–	0.01%	384
2022 Q4	$35K	Buy	+230	New	+$34.3K	0.01%	363

Other funds holding VIG

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Endurance Wealth Management's VIG Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2023 at 230 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #372.

Endurance Wealth Management first reported a position in VIG in Q4 2022 and has held it in 3 quarters since. 1,795 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

Endurance Wealth Management held 230 shares of Vanguard Dividend Appreciation ETF worth $37K as of Q2 2023.
Endurance Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2023.
Vanguard Dividend Appreciation ETF made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #372 holding.
Endurance Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 3 quarters since.
1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.