Harvest Group Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-1,158	Closed	-$164K	–	690
2020 Q4	$164K	Sell	1,158 -139	-11%	-$18.8K	0.1%	47
2020 Q3	$167K	Buy	1,297 +5	+0.4%	+$629	0.12%	44
2020 Q2	$151K	Sell	1,292 -143	-10%	-$16.3K	0.13%	42
2020 Q1	$148K	Hold	1,435	–	–	0.15%	43
2019 Q4	$178K	Hold	1,435	–	–	0.16%	38
2019 Q3	$172K	Buy	1,435 +1,377	+2,374%	+$162K	0.21%	30
2019 Q2	$6K	Buy	58 +21	+57%	+$2.35K	0.01%	328
2019 Q1	$4K	Buy	+37	New	+$3.9K	﹤0.01%	454

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

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

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

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

Harvest Group Wealth Management's VIG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2021, closing a stake of 1,158 shares — an estimated $164K sold.

Harvest Group Wealth Management first reported a position in VIG in Q1 2019 and held it in 8 quarters. The position peaked at $178K in Q4 2019. 1,440 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

Harvest Group Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1,158 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $164K.
Harvest Group Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $178K in Q4 2019.
1,440 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.