IberiaBank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IberiaBank’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
2020 Q2	$2.58M	Buy	21,995 +2,029	+10%	+$231K	0.3%	88
2020 Q1	$2.06M	Buy	19,966 +1,686	+9%	+$201K	0.27%	93
2019 Q4	$2.28M	Sell	18,280 -10,191	-36%	-$1.23M	0.24%	97
2019 Q3	$3.4M	Sell	28,471 -2,856	-9%	-$337K	0.39%	75
2019 Q2	$3.61M	Sell	31,327 -258	-0.8%	-$28.9K	0.4%	72
2019 Q1	$3.46M	Sell	31,585 -7,463	-19%	-$787K	0.4%	76
2018 Q4	$3.83M	Buy	39,048 +3,937	+11%	+$411K	0.5%	68
2018 Q3	$3.89M	Buy	35,111 +4,556	+15%	+$490K	0.49%	63
2018 Q2	$3.1M	Buy	30,555 +8,960	+41%	+$913K	0.54%	62
2018 Q1	$2.18M	Sell	21,595 -22,701	-51%	-$2.35M	0.43%	83
2017 Q4	$4.61M	Sell	44,296 -19,675	-31%	-$1.94M	0.72%	43
2017 Q3	$6.14M	Buy	+63,971	New	+$5.97M	1.02%	29

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IberiaBank's VIG Position: Q2 2020 in Review

IberiaBank increased its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q2 2020, buying an estimated $231K and bringing the position to 21,995 shares worth $2.58M. The position accounts for 0.3% of the portfolio, ranked #88.

IberiaBank first reported a position in VIG in Q3 2017 and has held it in 12 quarters since. The position peaked at $6.14M in Q3 2017. 1,200 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

IberiaBank held 21,995 shares of Vanguard Dividend Appreciation ETF worth $2.58M as of Q2 2020.
IberiaBank bought 2,029 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $231K.
Vanguard Dividend Appreciation ETF made up 0.3% of IberiaBank's portfolio in Q2 2020, its #88 holding.
IberiaBank first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 12 quarters since.
IberiaBank's Vanguard Dividend Appreciation ETF position peaked at $6.14M in Q3 2017.
1,200 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.