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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
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
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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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. 2,021 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.
  • 2,021 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.