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Legacy Wealth Partners (California)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$5.92M Sell
38,219
-44,051
-54% -$6.76M 3.29% 8
2021
Q1 		$12.1M Buy
82,270
+57,866
+237% +$8.23M 7.08% 3
2020
Q4 		$3.44M Sell
24,404
-49,157
-67% -$6.66M 2.17% 11
2020
Q3 		$9.46M Buy
73,561
+32,823
+81% +$4.13M 6.69% 4
2020
Q2 		$4.77M Sell
40,738
-3,630
-8% -$413K 3.61% 8
2020
Q1 		$4.59M Sell
44,368
-26,907
-38% -$3.21M 4.27% 6
2019
Q4 		$9.22M Buy
+71,275
New +$8.62M 6.71% 3

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legacy Wealth Partners (California)'s VIG Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 54% in Q2 2021, selling an estimated $6.76M and leaving 38,219 shares worth $5.92M. The position accounts for 3.29% of the portfolio, ranked #8.

Legacy Wealth Partners (California) first reported a position in VIG in Q4 2019 and has held it in 7 quarters since. The position peaked at $12.1M in Q1 2021. 1,477 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

  • Legacy Wealth Partners (California) held 38,219 shares of Vanguard Dividend Appreciation ETF worth $5.92M as of Q2 2021.
  • Legacy Wealth Partners (California) sold 44,051 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $6.76M.
  • Vanguard Dividend Appreciation ETF made up 3.29% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #8 holding.
  • Legacy Wealth Partners (California) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 7 quarters since.
  • Legacy Wealth Partners (California)'s Vanguard Dividend Appreciation ETF position peaked at $12.1M in Q1 2021.
  • 1,477 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.