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LWMG LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LWMG LLC’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
2024
Q3 		$1.06M Buy
5,374
+403
+8% +$76.7K 0.2% 35
2024
Q2 		$908K Hold
4,971
– – 0.19% 38
2024
Q1 		$908K Buy
4,971
+4
+0.1% +$703 0.21% 35
2023
Q4 		$846K Buy
4,967
+44
+0.9% +$7.08K 0.21% 36
2023
Q3 		$765K Sell
4,923
-19
-0.4% -$3.08K 0.21% 38
2023
Q2 		$803K Hold
4,942
– – 0.22% 34
2023
Q1 		$761K Sell
4,942
-691
-12% -$106K 0.24% 33
2022
Q4 		$855K Buy
+5,633
New +$840K 0.31% 40

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWMG LLC's VIG Position: Q3 2024 in Review

LWMG LLC increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.1% in Q3 2024, buying an estimated $76.7K and bringing the position to 5,374 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #35.

LWMG LLC first reported a position in VIG in Q4 2022 and has held it in 8 quarters since. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • LWMG LLC held 5,374 shares of Vanguard Dividend Appreciation ETF worth $1.06M as of Q3 2024.
  • LWMG LLC bought 403 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $76.7K.
  • Vanguard Dividend Appreciation ETF made up 0.2% of LWMG LLC's portfolio in Q3 2024, its #35 holding.
  • LWMG LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 8 quarters since.
  • 2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.