Ford Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,322
Closed -$960K 114
2022
Q4
$960K Buy
6,322
+4
+0.1% +$596 0.38% 55
2022
Q3
$854K Buy
6,318
+3
+0% +$446 0.36% 56
2022
Q2
$906K Buy
6,315
+168
+3% +$25.6K 0.37% 57
2022
Q1
$996K Sell
6,147
-588
-9% -$94.9K 0.38% 46
2021
Q4
$1.16M Buy
6,735
+7
+0.1% +$1.15K 0.23% 39
2021
Q3
$1.03M Sell
6,728
-26
-0.4% -$4.14K 0.4% 39
2021
Q2
$1.04M Sell
6,754
-30
-0.4% -$4.61K 0.39% 38
2021
Q1
$997K Buy
6,784
+6
+0.1% +$854 0.43% 37
2020
Q4
$956K Sell
6,778
-206
-3% -$27.9K 0.45% 35
2020
Q3
$898K Buy
6,984
+226
+3% +$28.4K 0.49% 37
2020
Q2
$791K Buy
6,758
+53
+0.8% +$6.03K 0.44% 37
2020
Q1
$693K Sell
6,705
-43
-0.6% -$5.13K 0.46% 33
2019
Q4
$841K Sell
6,748
-237
-3% -$28.7K 0.48% 33
2019
Q3
$835K Buy
6,985
+8
+0.1% +$944 0.53% 29
2019
Q2
$803K Sell
6,977
-490
-7% -$55K 0.54% 29
2019
Q1
$818K Sell
7,467
-23
-0.3% -$2.42K 0.59% 28
2018
Q4
$733K Buy
7,490
+967
+15% +$101K 0.55% 29
2018
Q3
$724K Buy
6,523
+384
+6% +$41.3K 0.53% 21
2018
Q2
$624K Hold
6,139
0.45% 22
2018
Q1
$620K Sell
6,139
-2
-0% -$207 0.48% 24
2017
Q4
$640K Buy
+6,141
New +$605K 0.48% 22

Other funds holding VIG

Ford Financial Group's VIG Position: Q1 2023 in Review

Ford Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 6,322 shares — an estimated $960K sold.

Ford Financial Group first reported a position in VIG in Q4 2017 and held it in 21 quarters. The position peaked at $1.16M in Q4 2021. 1,783 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

  • Ford Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 6,322 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $960K.
  • Ford Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 21 quarters.
  • Ford Financial Group's Vanguard Dividend Appreciation ETF position peaked at $1.16M in Q4 2021.
  • 1,783 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.