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Lighthouse Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$875K Sell
5,951
-1,062
-15% -$151K 0.27% 69
2020
Q4 		$990K Buy
7,013
+59
+0.8% +$8K 0.34% 67
2020
Q3 		$894K Buy
6,954
+32
+0.5% +$4.03K 0.34% 59
2020
Q2 		$811K Buy
6,922
+510
+8% +$58.1K 0.34% 60
2020
Q1 		$663K Sell
6,412
-321
-5% -$38.3K 0.4% 56
2019
Q4 		$839K Buy
+6,733
New +$815K 0.39% 56

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
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lighthouse Financial Advisors's VIG Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q1 2021, selling an estimated $151K and leaving 5,951 shares worth $875K. The position accounts for 0.27% of the portfolio, ranked #69.

Lighthouse Financial Advisors first reported a position in VIG in Q4 2019 and has held it in 6 quarters since. The position peaked at $990K in Q4 2020. 1,440 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

  • Lighthouse Financial Advisors held 5,951 shares of Vanguard Dividend Appreciation ETF worth $875K as of Q1 2021.
  • Lighthouse Financial Advisors sold 1,062 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $151K.
  • Vanguard Dividend Appreciation ETF made up 0.27% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #69 holding.
  • Lighthouse Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $990K in Q4 2020.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.