Gallagher Fiduciary Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gallagher Fiduciary Advisors’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	-1,109	Closed	-$202K	–	302
2024 Q2	$202K	Sell	1,109 -169	-13%	-$30.4K	0.05%	236
2024 Q1	$233K	Hold	1,278	–	–	0.01%	169
2023 Q4	$218K	Buy	+1,278	New	+$206K	0.01%	171
2023 Q3	–	Sell	-1,335	Closed	-$217K	–	218
2023 Q2	$217K	Sell	1,335 -156	-10%	-$24.4K	0.02%	201
2023 Q1	$230K	Buy	+1,491	New	+$228K	0.02%	181

Other funds holding VIG

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

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

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

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

Gallagher Fiduciary Advisors's VIG Position: Q3 2024 in Review

Gallagher Fiduciary Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 1,109 shares — an estimated $202K sold.

Gallagher Fiduciary Advisors first reported a position in VIG in Q1 2023 and held it in 5 quarters. The position peaked at $233K in Q1 2024. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Gallagher Fiduciary Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 1,109 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $202K.
Gallagher Fiduciary Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 5 quarters.
Gallagher Fiduciary Advisors's Vanguard Dividend Appreciation ETF position peaked at $233K in Q1 2024.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.