LWM
VIG icon

Lionsbridge Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lionsbridge Wealth Management’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
Q1 		– Sell
-870
Closed -$108K – 304
2019
Q4 		$108K Buy
+870
New +$105K 0.1% 52

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lionsbridge Wealth Management's VIG Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2020, closing a stake of 870 shares — an estimated $108K sold.

Lionsbridge Wealth Management first reported a position in VIG in Q4 2019 and held it in 1 quarter. The position peaked at $108K in Q4 2019. 1,161 funds tracked by Wall St. Rank hold VIG as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 870 Vanguard Dividend Appreciation ETF shares in Q1 2020, an estimated $108K.
  • Lionsbridge Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $108K in Q4 2019.
  • 1,161 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.