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

Fortem Financial Group’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 		– Sell
-1,189
Closed -$217K – 193
2024
Q2 		$217K Buy
+1,189
New +$214K 0.09% 156

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

Fortem Financial Group's VIG Position: Q3 2024 in Review

Fortem Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 1,189 shares — an estimated $217K sold.

Fortem Financial Group first reported a position in VIG in Q2 2024 and held it in 1 quarter. The position peaked at $217K in Q2 2024. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • Fortem Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
  • Fortem Financial Group sold 1,189 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $217K.
  • Fortem Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 1 quarter.
  • Fortem Financial Group's Vanguard Dividend Appreciation ETF position peaked at $217K in Q2 2024.
  • 2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Fortem Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.