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

Ledge 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
2023 Q4	$215K	Buy	+1,259	New	+$203K	0.08%	61
2023 Q3	–	Sell	-1,259	Closed	-$204K	–	63
2023 Q2	$204K	Buy	+1,259	New	+$197K	0.1%	60

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ledge Wealth Management's VIG Position: Q4 2023 in Review

Ledge Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2023: 1,259 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #61 among its holdings. This is a return to the name: Ledge Wealth Management previously reported a position in VIG as recently as Q2 2023.

Ledge Wealth Management first reported a position in VIG in Q2 2023 and has held it in 2 quarters since. 2,021 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

Ledge Wealth Management held 1,259 shares of Vanguard Dividend Appreciation ETF worth $215K as of Q4 2023.
Vanguard Dividend Appreciation ETF was a new Ledge Wealth Management position in Q4 2023.
Vanguard Dividend Appreciation ETF made up 0.08% of Ledge Wealth Management's portfolio in Q4 2023, its #61 holding.
Ledge Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 2 quarters since.
2,021 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.