HC Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

HC 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 Q2	–	Sell	-2,147	Closed	-$392K	–	82
2024 Q1	$392K	Sell	2,147 -447	-17%	-$78.5K	0.19%	65
2023 Q4	$442K	Buy	2,594 +1,094	+73%	+$176K	0.25%	55
2023 Q3	$233K	Hold	1,500	–	–	0.14%	70
2023 Q2	$244K	Hold	1,500	–	–	0.14%	71
2023 Q1	$231K	Hold	1,500	–	–	0.14%	71
2022 Q4	$228K	Hold	1,500	–	–	0.16%	69
2022 Q3	$203K	Hold	1,500	–	–	0.14%	75
2022 Q2	$215K	Hold	1,500	–	–	0.15%	71
2022 Q1	$243K	Hold	1,500	–	–	0.15%	75
2021 Q4	$258K	Hold	1,500	–	–	0.16%	66
2021 Q3	$230K	Hold	1,500	–	–	0.15%	64
2021 Q2	$232K	Hold	1,500	–	–	0.14%	70
2021 Q1	$221K	Hold	1,500	–	–	0.14%	73
2020 Q4	$212K	Buy	+1,500	New	+$203K	0.14%	79

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HC Advisors's VIG Position: Q2 2024 in Review

HC Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2024, closing a stake of 2,147 shares — an estimated $392K sold.

HC Advisors first reported a position in VIG in Q4 2020 and held it in 14 quarters. The position peaked at $442K in Q4 2023. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

HC Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 2,147 Vanguard Dividend Appreciation ETF shares in Q2 2024, an estimated $392K.
HC Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 14 quarters.
HC Advisors's Vanguard Dividend Appreciation ETF position peaked at $442K in Q4 2023.
2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.