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FWM
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
Shares
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
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
HWM
HB Wealth Management
Atlanta, Georgia
$15.4B AUM
18.35%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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