LWM Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LWM Advisory 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
2023 Q4	–	Sell	-60	Closed	-$9.36K	–	149
2023 Q3	$9.36K	Buy	+60	New	+$9.73K	0.01%	131

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWM Advisory Services's VIG Position: Q4 2023 in Review

LWM Advisory Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2023, closing a stake of 60 shares — an estimated $9.36K sold.

LWM Advisory Services first reported a position in VIG in Q3 2023 and held it in 1 quarter. The position peaked at $9.36K in Q3 2023. 2,025 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

LWM Advisory Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 60 Vanguard Dividend Appreciation ETF shares in Q4 2023, an estimated $9.36K.
LWM Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $9.36K in Q3 2023.
2,025 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.