Investors Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Investors Financial 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
2022 Q1	–	Sell	-15,229	Closed	-$2.62M	–	180
2021 Q4	$2.62M	Sell	15,229 -573	-4%	-$94.4K	1.22%	14
2021 Q3	$2.43M	Sell	15,802 -98	-0.6%	-$15.6K	1.28%	14
2021 Q2	$2.46M	Sell	15,900 -231	-1%	-$35.5K	1.32%	11
2021 Q1	$2.37M	Buy	16,131 +881	+6%	+$125K	1.39%	13
2020 Q4	$2.15M	Sell	15,250 -97	-0.6%	-$13.1K	1.42%	14
2020 Q3	$1.98M	Buy	15,347 +244	+2%	+$30.7K	1.48%	16
2020 Q2	$1.77M	Buy	15,103 +703	+5%	+$80K	1.46%	16
2020 Q1	$1.49M	Buy	14,400 +1,046	+8%	+$125K	1.5%	18
2019 Q4	$1.67M	Buy	+13,354	New	+$1.62M	1.36%	20

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

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

Investors Financial Group's VIG Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2022, closing a stake of 15,229 shares — an estimated $2.62M sold.

Investors Financial Group first reported a position in VIG in Q4 2019 and held it in 9 quarters. The position peaked at $2.62M in Q4 2021. 1,720 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

Investors Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 15,229 Vanguard Dividend Appreciation ETF shares in Q1 2022, an estimated $2.62M.
Investors Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's Vanguard Dividend Appreciation ETF position peaked at $2.62M in Q4 2021.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.