Lucia Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lucia Wealth Services’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	$2.55M	Sell	19,815 -455	-2%	-$57.2K	0.6%	36
2020 Q2	$2.38M	Buy	20,270 +1,434	+8%	+$163K	0.63%	33
2020 Q1	$1.95M	Buy	18,836 +2,182	+13%	+$260K	0.64%	29
2019 Q4	$2.08M	Buy	16,654 +3,285	+25%	+$397K	0.64%	30
2019 Q3	$1.6M	Buy	13,369 +1,638	+14%	+$193K	0.53%	38
2019 Q2	$1.35M	Buy	11,731 +745	+7%	+$83.6K	0.47%	44
2019 Q1	$1.21M	Buy	10,986 +9,510	+644%	+$1M	0.41%	54
2018 Q4	$145K	Sell	1,476 -595	-29%	-$62K	0.07%	122
2018 Q3	$229K	Buy	+2,071	New	+$223K	0.07%	139
2018 Q2	–	Sell	-1,491	Closed	-$151K	–	229
2018 Q1	$151K	Buy	+1,491	New	+$155K	0.05%	117

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lucia Wealth Services's VIG Position: Q3 2020 in Review

Lucia Wealth Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q3 2020, selling an estimated $57.2K and leaving 19,815 shares worth $2.55M. The position accounts for 0.6% of the portfolio, ranked #36.

Lucia Wealth Services first reported a position in VIG in Q1 2018 and has held it in 10 quarters since. 1,247 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

Lucia Wealth Services held 19,815 shares of Vanguard Dividend Appreciation ETF worth $2.55M as of Q3 2020.
Lucia Wealth Services sold 455 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $57.2K.
Vanguard Dividend Appreciation ETF made up 0.6% of Lucia Wealth Services's portfolio in Q3 2020, its #36 holding.
Lucia Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 10 quarters since.
1,247 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.