Gyroscope Capital Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gyroscope Capital Management Group’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
2023 Q3	$544K	Hold	3,500	–	–	0.12%	117
2023 Q2	$569K	Hold	3,500	–	–	0.13%	106
2023 Q1	$539K	Hold	3,500	–	–	0.14%	112
2022 Q4	$531K	Hold	3,500	–	–	0.16%	92
2022 Q3	$473K	Sell	3,500 -100	-3%	-$14.9K	0.18%	90
2022 Q2	$516K	Sell	3,600 -1,885	-34%	-$287K	0.18%	89
2022 Q1	$889K	Hold	5,485	–	–	0.31%	67
2021 Q4	$942K	Hold	5,485	–	–	0.33%	65
2021 Q3	$842K	Sell	5,485 -15	-0.3%	-$2.39K	0.32%	67
2021 Q2	$851K	Sell	5,500 -100	-2%	-$15.3K	0.3%	63
2021 Q1	$824K	Buy	+5,600	New	+$797K	0.33%	62

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gyroscope Capital Management Group's VIG Position: Q3 2023 in Review

Gyroscope Capital Management Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2023 at 3,500 shares worth $544K. The position accounts for 0.12% of the portfolio, ranked #117.

Gyroscope Capital Management Group first reported a position in VIG in Q1 2021 and has held it in 11 quarters since. The position peaked at $942K in Q4 2021. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

Gyroscope Capital Management Group held 3,500 shares of Vanguard Dividend Appreciation ETF worth $544K as of Q3 2023.
Gyroscope Capital Management Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2023.
Vanguard Dividend Appreciation ETF made up 0.12% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #117 holding.
Gyroscope Capital Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 11 quarters since.
Gyroscope Capital Management Group's Vanguard Dividend Appreciation ETF position peaked at $942K in Q4 2021.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.