Fure Financial Corporation’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fure Financial Corporation’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 Q3	$5.23M	Buy	38,670 +34,487	+824%	+$5.13M	4.28%	6
2022 Q2	$600K	Sell	4,183 -48,987	-92%	-$7.46M	0.35%	22
2022 Q1	$8.62M	Buy	53,170 +11,030	+26%	+$1.78M	4.82%	9
2021 Q4	$7.24M	Sell	42,140 -994	-2%	-$164K	5.02%	8
2021 Q3	$6.63M	Sell	43,134 -11,206	-21%	-$1.79M	4.62%	10
2021 Q2	$8.41M	Sell	54,340 -3,064	-5%	-$470K	6.11%	7
2021 Q1	$8.44M	Buy	57,404 +35,304	+160%	+$5.02M	6.62%	5
2020 Q4	$3.12M	Sell	22,100 -22,152	-50%	-$3M	2.22%	15
2020 Q3	$5.69M	Buy	44,252 +433	+1%	+$54.5K	4.21%	9
2020 Q2	$5.13M	Buy	+43,819	New	+$4.99M	4.1%	10
2020 Q1	–	Sell	-36,823	Closed	-$4.59M	–	34
2019 Q4	$4.59M	Buy	+36,823	New	+$4.45M	3.25%	11

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America 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 $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fure Financial Corporation's VIG Position: Q3 2022 in Review

Fure Financial Corporation increased its Vanguard Dividend Appreciation ETF (VIG) stake by 824% in Q3 2022, buying an estimated $5.13M and bringing the position to 38,670 shares worth $5.23M. The position accounts for 4.28% of the portfolio, ranked #6.

Fure Financial Corporation first reported a position in VIG in Q4 2019 and has held it in 11 quarters since. The position peaked at $8.62M in Q1 2022. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Fure Financial Corporation held 38,670 shares of Vanguard Dividend Appreciation ETF worth $5.23M as of Q3 2022.
Fure Financial Corporation bought 34,487 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $5.13M.
Vanguard Dividend Appreciation ETF made up 4.28% of Fure Financial Corporation's portfolio in Q3 2022, its #6 holding.
Fure Financial Corporation first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 11 quarters since.
Fure Financial Corporation's Vanguard Dividend Appreciation ETF position peaked at $8.62M in Q1 2022.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Fure Financial Corporation's 13F filing for Q3 2022, filed 9 Nov 2022.