Integer Wealth Advisors Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Integer Wealth Advisors 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
2021 Q1	$202K	Sell	1,341 -1,309	-49%	-$186K	0.11%	79
2020 Q4	$375K	Buy	2,650 +10	+0.4%	+$1.35K	0.25%	56
2020 Q3	$340K	Hold	2,640	–	–	0.31%	48
2020 Q2	$312K	Buy	2,640 +6	+0.2%	+$683	0.32%	44
2020 Q1	$300K	Buy	2,634 +172	+7%	+$20.5K	0.34%	43
2019 Q4	$315K	Buy	+2,462	New	+$298K	0.31%	48

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

Integer Wealth Advisors Group's VIG Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 49% in Q1 2021, selling an estimated $186K and leaving 1,341 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #79.

Integer Wealth Advisors Group first reported a position in VIG in Q4 2019 and has held it in 6 quarters since. The position peaked at $375K in Q4 2020. 1,441 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

Integer Wealth Advisors Group held 1,341 shares of Vanguard Dividend Appreciation ETF worth $202K as of Q1 2021.
Integer Wealth Advisors Group sold 1,309 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $186K.
Vanguard Dividend Appreciation ETF made up 0.11% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #79 holding.
Integer Wealth Advisors Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's Vanguard Dividend Appreciation ETF position peaked at $375K in Q4 2020.
1,441 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.