Family Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Family Asset 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
2024 Q3	$344K	Sell	1,738 -93	-5%	-$17.7K	0.21%	84
2024 Q2	$334K	Buy	1,831 +96	+6%	+$17.3K	0.22%	85
2024 Q1	$317K	Buy	1,735 +3	+0.2%	+$527	0.2%	87
2023 Q4	$295K	Sell	1,732 -4	-0.2%	-$644	0.2%	85
2023 Q3	$270K	Hold	1,736	–	–	0.2%	80
2023 Q2	$282K	Sell	1,736 -75	-4%	-$11.7K	0.19%	84
2023 Q1	$279K	Sell	1,811 -96	-5%	-$14.7K	0.2%	78
2022 Q4	$290K	Buy	+1,907	New	+$284K	0.24%	71

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

RJA

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

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

Family Asset Management's VIG Position: Q3 2024 in Review

Family Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.1% in Q3 2024, selling an estimated $17.7K and leaving 1,738 shares worth $344K. The position accounts for 0.21% of the portfolio, ranked #84.

Family Asset Management first reported a position in VIG in Q4 2022 and has held it in 8 quarters since. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Family Asset Management held 1,738 shares of Vanguard Dividend Appreciation ETF worth $344K as of Q3 2024.
Family Asset Management sold 93 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $17.7K.
Vanguard Dividend Appreciation ETF made up 0.21% of Family Asset Management's portfolio in Q3 2024, its #84 holding.
Family Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 8 quarters since.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.