Leelyn Smith’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-117	Closed	-$17.8K	–	423
2022 Q4	$17.8K	Hold	117	–	–	﹤0.01%	268
2022 Q3	$16K	Hold	117	–	–	0.01%	254
2022 Q2	$17K	Sell	117 -383	-77%	-$58.3K	﹤0.01%	261
2022 Q1	$81K	Buy	500 +14	+3%	+$2.26K	0.02%	172
2021 Q4	$83K	Buy	486 +1	+0.2%	+$165	0.02%	179
2021 Q3	$75K	Hold	485	–	–	0.02%	181
2021 Q2	$75K	Sell	485 -420	-46%	-$64.5K	0.02%	186
2021 Q1	$133K	Buy	905 +1	+0.1%	+$142	0.04%	146
2020 Q4	$128K	Buy	904 +1	+0.1%	+$136	0.04%	143
2020 Q3	$116K	Buy	903 +197	+28%	+$24.8K	0.04%	149
2020 Q2	$83K	Buy	706 +173	+32%	+$19.7K	0.03%	172
2020 Q1	$56K	Hold	533	–	–	0.03%	162
2019 Q4	$66	Buy	+533	New	+$64.5K	0.03%	177

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Leelyn Smith's VIG Position: Q1 2023 in Review

Leelyn Smith sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 117 shares — an estimated $17.8K sold.

Leelyn Smith first reported a position in VIG in Q4 2019 and held it in 13 quarters. The position peaked at $133K in Q1 2021. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Leelyn Smith reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 117 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $17.8K.
Leelyn Smith first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Vanguard Dividend Appreciation ETF position peaked at $133K in Q1 2021.
1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.