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

Filbrandt 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
2020
Q3 		– Sell
-29
Closed -$3K – 343
2020
Q2 		$3K Buy
+29
New +$3.3K ﹤0.01% 309

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Filbrandt Wealth Management's VIG Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2020, closing a stake of 29 shares — an estimated $3K sold.

Filbrandt Wealth Management first reported a position in VIG in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 1,248 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 29 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $3K.
  • Filbrandt Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $3K in Q2 2020.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.