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Legacy Wealth Management (Mississippi)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q3 		– Sell
-4,000
Closed -$469K – 103
2020
Q2 		$469K Hold
4,000
– – 0.36% 68
2020
Q1 		$414K Hold
4,000
– – 0.39% 69
2019
Q4 		$499K Buy
+4,000
New +$484K 0.43% 67

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s VIG Position: Q3 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2020, closing a stake of 4,000 shares — an estimated $469K sold.

Legacy Wealth Management (Mississippi) first reported a position in VIG in Q4 2019 and held it in 3 quarters. The position peaked at $499K in Q4 2019. 1,247 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 4,000 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $469K.
  • Legacy Wealth Management (Mississippi) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 3 quarters.
  • Legacy Wealth Management (Mississippi)'s Vanguard Dividend Appreciation ETF position peaked at $499K in Q4 2019.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q3 2020, filed 12 Dec 2024.