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First Personal Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

First Personal Financial Services’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 		$509K Sell
2,568
-50
-2% -$9.52K 0.11% 88
2024
Q2 		$478K Hold
2,618
– – 0.11% 87
2024
Q1 		$478K Hold
2,618
– – 0.11% 84
2023
Q4 		$446K Hold
2,618
– – 0.11% 83
2023
Q3 		$407K Hold
2,618
– – 0.11% 82
2023
Q2 		$425K Hold
2,618
– – 0.11% 81
2023
Q1 		$403K Sell
2,618
-150
-5% -$23K 0.1% 81
2022
Q4 		$420K Hold
2,768
– – 0.11% 83
2022
Q3 		$374K Sell
2,768
-400
-13% -$59.5K 0.11% 87
2022
Q2 		$455K Sell
3,168
-200
-6% -$30.4K 0.13% 78
2022
Q1 		$546K Sell
3,368
-100
-3% -$16.1K 0.13% 80
2021
Q4 		$596K Sell
3,468
-290
-8% -$47.8K 0.13% 81
2021
Q3 		$577K Hold
3,758
– – 0.14% 80
2021
Q2 		$582K Hold
3,758
– – 0.15% 76
2021
Q1 		$553K Sell
3,758
-402
-10% -$57.2K 0.15% 76
2020
Q4 		$587K Sell
4,160
-474
-10% -$64.2K 0.17% 73
2020
Q3 		$596K Sell
4,634
-500
-10% -$62.9K 0.19% 72
2020
Q2 		$602K Hold
5,134
– – 0.21% 69
2020
Q1 		$531K Sell
5,134
-568
-10% -$67.8K 0.21% 68
2019
Q4 		$711K Sell
5,702
-150
-3% -$18.1K 0.23% 72
2019
Q3 		$700K Sell
5,852
-370
-6% -$43.6K 0.22% 75
2019
Q2 		$717K Sell
6,222
-150
-2% -$16.8K 0.2% 94
2019
Q1 		$699K Sell
6,372
-126
-2% -$13.3K 0.21% 93
2018
Q4 		$636K Buy
6,498
+168
+3% +$17.5K 0.22% 94
2018
Q3 		$701K Sell
6,330
-1,481
-19% -$159K 0.22% 92
2018
Q2 		$794K Sell
7,811
-337
-4% -$34.4K 0.27% 84
2018
Q1 		$823K Buy
8,148
+1,893
+30% +$196K 0.18% 108
2017
Q4 		$638K Sell
6,255
-3,339
-35% -$329K 0.12% 136
2017
Q3 		$909K Sell
9,594
-1,052
-10% -$98.2K 0.19% 105
2017
Q2 		$987K Sell
10,646
-225
-2% -$20.6K 0.22% 97
2017
Q1 		$978K Sell
10,871
-1,079
-9% -$95.6K 0.23% 93
2016
Q4 		$1.02M Sell
11,950
-2,871
-19% -$241K 0.27% 89
2016
Q3 		$1.24M Sell
14,821
-2,202
-13% -$187K 0.36% 75
2016
Q2 		$1.42M Sell
17,023
-381
-2% -$31.1K 0.48% 64
2016
Q1 		$1.41M Sell
17,404
-7,230
-29% -$554K 0.7% 50
2015
Q4 		$1.92M Sell
24,634
-11,340
-32% -$885K 1.08% 36
2015
Q3 		$2.65M Sell
35,974
-8,610
-19% -$667K 1.59% 16
2015
Q2 		$3.5M Sell
44,584
-5,704
-11% -$462K 2.1% 7
2015
Q1 		$4.05M Sell
50,288
-34,126
-40% -$2.77M 2.45% 6
2014
Q4 		$6.85M Buy
+84,414
New +$6.68M 4.01% 2

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Personal Financial Services's VIG Position: Q3 2024 in Review

First Personal Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q3 2024, selling an estimated $9.52K and leaving 2,568 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #88.

First Personal Financial Services first reported a position in VIG in Q4 2014 and has held it in 40 quarters since. The position peaked at $6.85M in Q4 2014. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • First Personal Financial Services held 2,568 shares of Vanguard Dividend Appreciation ETF worth $509K as of Q3 2024.
  • First Personal Financial Services sold 50 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $9.52K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of First Personal Financial Services's portfolio in Q3 2024, its #88 holding.
  • First Personal Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Vanguard Dividend Appreciation ETF position peaked at $6.85M in Q4 2014.
  • 2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.