Enterprise Financial Services Corp (EFSC)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2022 Q3	–	Sell	-4,319	Closed	-$620K	–	211
2022 Q2	$620K	Hold	4,319	–	–	0.12%	134
2022 Q1	$700K	Sell	4,319 -434	-9%	-$70K	0.11%	133
2021 Q4	$816K	Hold	4,753	–	–	0.13%	135
2021 Q3	$730K	Buy	4,753 +2,274	+92%	+$362K	0.09%	158
2021 Q2	$384K	Sell	2,479 -429	-15%	-$65.8K	0.06%	165
2021 Q1	$428K	Sell	2,908 -209	-7%	-$29.7K	0.08%	144
2020 Q4	$440K	Sell	3,117 -429	-12%	-$58.1K	0.08%	135
2020 Q3	$456K	Hold	3,546	–	–	0.09%	127
2020 Q2	$415K	Sell	3,546 -3,222	-48%	-$367K	0.09%	134
2020 Q1	$700K	Buy	6,768 +2,131	+46%	+$254K	0.18%	84
2019 Q4	$578K	Buy	4,637 +4,587	+9,174%	+$555K	0.13%	119
2019 Q3	$6K	Hold	50	–	–	﹤0.01%	827
2019 Q2	$5K	Hold	50	–	–	﹤0.01%	904
2019 Q1	$5K	Buy	+50	New	+$5.27K	﹤0.01%	922

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s VIG Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 4,319 shares — an estimated $620K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in VIG in Q1 2019 and held it in 14 quarters. The position peaked at $816K in Q4 2021. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 4,319 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $620K.
Enterprise Financial Services Corp (EFSC) first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s Vanguard Dividend Appreciation ETF position peaked at $816K in Q4 2021.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.