Frontier Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Frontier Wealth Management’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
2022 Q2	$474K	Sell	3,307 -75	-2%	-$11.4K	0.03%	246
2022 Q1	$541K	Sell	3,382 -26	-0.8%	-$4.2K	0.01%	240
2021 Q4	$585K	Buy	3,408 +2	+0.1%	+$330	0.04%	251
2021 Q3	$523K	Buy	3,406 +360	+12%	+$57.4K	0.04%	265
2021 Q2	$472K	Buy	3,046 +309	+11%	+$47.4K	0.03%	269
2021 Q1	$403K	Hold	2,737	–	–	0.03%	270
2020 Q4	$386K	Hold	2,737	–	–	0.03%	265
2020 Q3	$352K	Sell	2,737 -266	-9%	-$33.5K	0.03%	263
2020 Q2	$352K	Buy	3,003 +910	+43%	+$104K	0.03%	256
2020 Q1	$216K	Buy	2,093 +1	+0%	+$119	0.04%	261
2019 Q4	$261K	Buy	2,092 +265	+15%	+$32.1K	0.04%	247
2019 Q3	$218K	Hold	1,827	–	–	0.03%	275
2019 Q2	$210K	Buy	1,827 +2	+0.1%	+$224	0.03%	277
2019 Q1	$200K	Buy	+1,825	New	+$192K	0.03%	335
2018 Q4	–	Sell	-1,825	Closed	-$202K	–	406
2018 Q3	$202K	Buy	+1,825	New	+$196K	0.02%	361

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

Frontier Wealth Management's VIG Position: Q2 2022 in Review

Frontier Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2022, selling an estimated $11.4K and leaving 3,307 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #246.

Frontier Wealth Management first reported a position in VIG in Q3 2018 and has held it in 15 quarters since. The position peaked at $585K in Q4 2021. 1,688 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Frontier Wealth Management held 3,307 shares of Vanguard Dividend Appreciation ETF worth $474K as of Q2 2022.
Frontier Wealth Management sold 75 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $11.4K.
Vanguard Dividend Appreciation ETF made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #246 holding.
Frontier Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 15 quarters since.
Frontier Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $585K in Q4 2021.
1,688 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.