Laffer Tengler Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Laffer Tengler Investments’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 Q2	–	Sell	-456	Closed	-$83.3K	–	445
2024 Q1	$83.3K	Buy	+456	New	+$80.1K	0.02%	208
2023 Q2	–	Sell	-1,117	Closed	-$172K	–	406
2023 Q1	$172K	Sell	1,117 -3,781	-77%	-$579K	0.05%	207
2022 Q4	$744K	Buy	4,898 +2,865	+141%	+$427K	0.21%	109
2022 Q3	$275K	Buy	2,033 +496	+32%	+$73.8K	0.1%	156
2022 Q2	$221K	Buy	1,537 +203	+15%	+$30.9K	0.08%	174
2022 Q1	$216K	Buy	+1,334	New	+$215K	0.07%	185

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

Laffer Tengler Investments's VIG Position: Q2 2024 in Review

Laffer Tengler Investments sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2024, closing a stake of 456 shares — an estimated $83.3K sold.

Laffer Tengler Investments first reported a position in VIG in Q1 2022 and held it in 6 quarters. The position peaked at $744K in Q4 2022. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

Laffer Tengler Investments reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
Laffer Tengler Investments sold 456 Vanguard Dividend Appreciation ETF shares in Q2 2024, an estimated $83.3K.
Laffer Tengler Investments first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 6 quarters.
Laffer Tengler Investments's Vanguard Dividend Appreciation ETF position peaked at $744K in Q4 2022.
2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.