Geier Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Geier Asset 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
2021 Q2	$8.32M	Buy	53,746 +2,643	+5%	+$406K	5.82%	2
2021 Q1	$7.88M	Buy	51,103 +4,063	+9%	+$578K	5.77%	2
2020 Q4	$6.55M	Buy	+47,040	New	+$6.38M	5.32%	3

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Geier Asset Management's VIG Position: Q2 2021 in Review

Geier Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q2 2021, buying an estimated $406K and bringing the position to 53,746 shares worth $8.32M. The position accounts for 5.82% of the portfolio, ranked #2.

Geier Asset Management first reported a position in VIG in Q4 2020 and has held it in 3 quarters since. 1,477 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

Geier Asset Management held 53,746 shares of Vanguard Dividend Appreciation ETF worth $8.32M as of Q2 2021.
Geier Asset Management bought 2,643 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $406K.
Vanguard Dividend Appreciation ETF made up 5.82% of Geier Asset Management's portfolio in Q2 2021, its #2 holding.
Geier Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 3 quarters since.
1,477 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.