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First United Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

First United Bank & Trust’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
Q4 		– Sell
-80
Closed -$15.8K – 388
2024
Q3 		$15.8K Sell
80
-2
-2% -$381 0.01% 290
2024
Q2 		$15K Buy
+82
New +$14.8K 0.01% 308

Other funds holding VIG

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

First United Bank & Trust's VIG Position: Q4 2024 in Review

First United Bank & Trust sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 80 shares — an estimated $15.8K sold.

First United Bank & Trust first reported a position in VIG in Q2 2024 and held it in 2 quarters. The position peaked at $15.8K in Q3 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • First United Bank & Trust reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • First United Bank & Trust sold 80 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $15.8K.
  • First United Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 2 quarters.
  • First United Bank & Trust's Vanguard Dividend Appreciation ETF position peaked at $15.8K in Q3 2024.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on First United Bank & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.