Madden Securities’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Madden Securities’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	–	Sell	-1,343	Closed	-$245K	–	113
2024 Q2	$245K	Buy	1,343 +92	+7%	+$16.6K	0.11%	94
2024 Q1	$229K	Hold	1,251	–	–	0.11%	91
2023 Q4	$213K	Buy	+1,251	New	+$201K	0.11%	89
2023 Q3	–	Sell	-1,251	Closed	-$203K	–	93
2023 Q2	$203K	Buy	+1,251	New	+$196K	0.1%	86
2023 Q1	–	Sell	-1,250	Closed	-$190K	–	357
2022 Q4	$190K	Buy	+1,250	New	+$186K	0.1%	93
2022 Q2	–	Sell	-1,250	Closed	-$203K	–	126
2022 Q1	$203K	Hold	1,250	–	–	0.09%	115
2021 Q4	$215K	Sell	1,250 -84	-6%	-$13.8K	0.1%	101
2021 Q3	$205K	Sell	1,334 -25	-2%	-$3.98K	0.11%	106
2021 Q2	$210K	Buy	+1,359	New	+$209K	0.11%	135
2021 Q1	–	Sell	-2,420	Closed	-$342K	–	143
2020 Q4	$342K	Buy	2,420 +14	+0.6%	+$1.9K	0.22%	99
2020 Q3	$310K	Hold	2,406	–	–	0.23%	93
2020 Q2	$282K	Buy	+2,406	New	+$274K	0.25%	83
2019 Q4	$300K	Buy	+2,406	New	+$291K	0.3%	84

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

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

Madden Securities's VIG Position: Q3 2024 in Review

Madden Securities sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 1,343 shares — an estimated $245K sold.

Madden Securities first reported a position in VIG in Q4 2019 and held it in 13 quarters. The position peaked at $342K in Q4 2020. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Madden Securities reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
Madden Securities sold 1,343 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $245K.
Madden Securities first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 13 quarters.
Madden Securities's Vanguard Dividend Appreciation ETF position peaked at $342K in Q4 2020.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Madden Securities's 13F filing for Q3 2024, filed 10 Oct 2024.