Financial Management Professionals’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Management Professionals’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	–	Sell	-153	Closed	-$24K	–	1126
2023 Q1	$24K	Buy	+153	New	+$23.4K	﹤0.01%	393
2022 Q3	–	Sell	-848	Closed	-$122K	–	1125
2022 Q2	$122K	Buy	+848	New	+$129K	0.03%	140
2020 Q1	–	Sell	-19	Closed	-$2K	–	369
2019 Q4	$2K	Buy	+19	New	+$2.3K	﹤0.01%	289
2017 Q1	–	Sell	-45	Closed	-$3K	–	314
2016 Q4	$3K	Hold	45	–	–	﹤0.01%	232
2016 Q3	$3K	Hold	45	–	–	﹤0.01%	257
2016 Q2	$3K	Hold	45	–	–	﹤0.01%	361
2016 Q1	$4K	Hold	45	–	–	﹤0.01%	201
2015 Q4	$3K	Hold	45	–	–	﹤0.01%	204
2015 Q3	$3K	Hold	45	–	–	﹤0.01%	224
2015 Q2	$3K	Hold	45	–	–	﹤0.01%	226
2015 Q1	$4K	Hold	45	–	–	﹤0.01%	234
2014 Q4	$4K	Hold	45	–	–	﹤0.01%	251
2014 Q3	$3K	Hold	45	–	–	﹤0.01%	217
2014 Q2	$3K	Hold	45	–	–	﹤0.01%	219
2014 Q1	$3K	Hold	45	–	–	﹤0.01%	220
2013 Q4	$3K	Hold	45	–	–	﹤0.01%	231
2013 Q3	$3K	Buy	+45	New	+$3.11K	﹤0.01%	229

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

Financial Management Professionals's VIG Position: Q2 2023 in Review

Financial Management Professionals sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 153 shares — an estimated $24K sold.

Financial Management Professionals first reported a position in VIG in Q3 2013 and held it in 17 quarters. The position peaked at $122K in Q2 2022. 1,797 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

Financial Management Professionals reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 153 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $24K.
Financial Management Professionals first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and held it in 17 quarters.
Financial Management Professionals's Vanguard Dividend Appreciation ETF position peaked at $122K in Q2 2022.
1,797 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.