Investment Management of Virginia’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Investment Management of Virginia’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
2023 Q1	$222K	Hold	1,441	–	–	0.04%	172
2022 Q4	$219K	Buy	+1,441	New	+$215K	0.04%	172
2022 Q3	–	Sell	-1,441	Closed	-$207K	–	176
2022 Q2	$207K	Buy	1,441 +41	+3%	+$6.24K	0.04%	172
2022 Q1	$227K	Hold	1,400	–	–	0.04%	175
2021 Q4	$240K	Hold	1,400	–	–	0.04%	173
2021 Q3	$215K	Hold	1,400	–	–	0.04%	156
2021 Q2	$217K	Hold	1,400	–	–	0.04%	158
2021 Q1	$205K	Buy	+1,400	New	+$199K	0.04%	150
2019 Q2	–	Sell	-5,600	Closed	-$614K	–	155
2019 Q1	$614K	Buy	5,600 +2,800	+100%	+$295K	0.07%	139
2018 Q4	$274K	Hold	2,800	–	–	0.07%	142
2018 Q3	$310K	Hold	2,800	–	–	0.07%	141
2018 Q2	$285K	Hold	2,800	–	–	0.06%	137
2018 Q1	$283K	Hold	2,800	–	–	0.07%	138
2017 Q4	$286K	Hold	2,800	–	–	0.07%	134
2017 Q3	$265K	Hold	2,800	–	–	0.06%	135
2017 Q2	$259K	Hold	2,800	–	–	0.06%	132
2017 Q1	$252K	Hold	2,800	–	–	0.06%	135
2016 Q4	$239K	Hold	2,800	–	–	0.06%	140
2016 Q3	$235K	Hold	2,800	–	–	0.06%	138
2016 Q2	$233K	Buy	+2,800	New	+$229K	0.06%	140

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Investment Management of Virginia's VIG Position: Q1 2023 in Review

Investment Management of Virginia held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2023 at 1,441 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #172.

Investment Management of Virginia first reported a position in VIG in Q2 2016 and has held it in 20 quarters since. The position peaked at $614K in Q1 2019. 1,781 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Investment Management of Virginia held 1,441 shares of Vanguard Dividend Appreciation ETF worth $222K as of Q1 2023.
Investment Management of Virginia left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2023.
Vanguard Dividend Appreciation ETF made up 0.04% of Investment Management of Virginia's portfolio in Q1 2023, its #172 holding.
Investment Management of Virginia first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 20 quarters since.
Investment Management of Virginia's Vanguard Dividend Appreciation ETF position peaked at $614K in Q1 2019.
1,781 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.