Johnson Midwest Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Johnson Midwest Financial’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 Q3	$3.24K	Hold	21	–	–	0.01%	288
2023 Q2	$3.37K	Hold	21	–	–	﹤0.01%	288
2023 Q1	$3.2K	Hold	21	–	–	﹤0.01%	303
2022 Q4	$3K	Hold	21	–	–	0.01%	310
2022 Q3	$3	Buy	21 +1	+5%	+$149	0.01%	280
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	257
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	239
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	257
2021 Q3	$3K	Buy	+20	New	+$3.19K	﹤0.01%	255

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Johnson Midwest Financial's VIG Position: Q3 2023 in Review

Johnson Midwest Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2023 at 21 shares worth $3.24K. The position accounts for 0.01% of the portfolio, ranked #288.

Johnson Midwest Financial first reported a position in VIG in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.37K in Q2 2023. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

Johnson Midwest Financial held 21 shares of Vanguard Dividend Appreciation ETF worth $3.24K as of Q3 2023.
Johnson Midwest Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2023.
Vanguard Dividend Appreciation ETF made up 0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #288 holding.
Johnson Midwest Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 9 quarters since.
Johnson Midwest Financial's Vanguard Dividend Appreciation ETF position peaked at $3.37K in Q2 2023.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.