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Idaho Trust Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Idaho Trust Bank’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
-2,222
Closed -$406K – 148
2024
Q1 		$406K Buy
+2,222
New +$390K 0.39% 62

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UBS Group
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HWM
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Royal Bank of Canada
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Idaho Trust Bank's VIG Position: Q2 2024 in Review

Idaho Trust Bank sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2024, closing a stake of 2,222 shares — an estimated $406K sold.

Idaho Trust Bank first reported a position in VIG in Q1 2024 and held it in 1 quarter. The position peaked at $406K in Q1 2024. 2,056 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

  • Idaho Trust Bank reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 2,222 Vanguard Dividend Appreciation ETF shares in Q2 2024, an estimated $406K.
  • Idaho Trust Bank first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Vanguard Dividend Appreciation ETF position peaked at $406K in Q1 2024.
  • 2,056 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.