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Legacy Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Wealth Planning’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
2022
Q3 		$233K Sell
1,721
-517
-23% -$76.9K 0.39% 58
2022
Q2 		$321K Sell
2,238
-75
-3% -$11.4K 0.46% 52
2022
Q1 		$375K Buy
+2,313
New +$373K 0.44% 48

Other funds holding VIG

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Legacy Wealth Planning's VIG Position: Q3 2022 in Review

Legacy Wealth Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 23% in Q3 2022, selling an estimated $76.9K and leaving 1,721 shares worth $233K. The position accounts for 0.39% of the portfolio, ranked #58.

Legacy Wealth Planning first reported a position in VIG in Q1 2022 and has held it in 3 quarters since. The position peaked at $375K in Q1 2022. 1,644 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

  • Legacy Wealth Planning held 1,721 shares of Vanguard Dividend Appreciation ETF worth $233K as of Q3 2022.
  • Legacy Wealth Planning sold 517 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $76.9K.
  • Vanguard Dividend Appreciation ETF made up 0.39% of Legacy Wealth Planning's portfolio in Q3 2022, its #58 holding.
  • Legacy Wealth Planning first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 3 quarters since.
  • Legacy Wealth Planning's Vanguard Dividend Appreciation ETF position peaked at $375K in Q1 2022.
  • 1,644 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.