Iron Horse Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Iron Horse Wealth Management’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 Q1	–	Sell	-63	Closed	-$10.7K	–	517
2023 Q4	$10.7K	Hold	63	–	–	﹤0.01%	182
2023 Q3	$9.79K	Buy	+63	New	+$10.2K	﹤0.01%	187
2023 Q2	–	Sell	-120	Closed	-$18.5K	–	351
2023 Q1	$18.5K	Buy	+120	New	+$18.4K	0.01%	108

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Iron Horse Wealth Management's VIG Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 63 shares — an estimated $10.7K sold.

Iron Horse Wealth Management first reported a position in VIG in Q1 2023 and held it in 3 quarters. The position peaked at $18.5K in Q1 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Iron Horse Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 63 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $10.7K.
Iron Horse Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 3 quarters.
Iron Horse Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $18.5K in Q1 2023.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.