Madison Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Madison Wealth Management’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 Q3	$708K	Buy	4,556 +35	+0.8%	+$5.67K	0.15%	103
2023 Q2	$734K	Sell	4,521 -2	-0%	-$313	0.15%	103
2023 Q1	$697K	Sell	4,523 -207	-4%	-$31.7K	0.15%	103
2022 Q4	$718K	Buy	4,730 +1,769	+60%	+$264K	0.16%	99
2022 Q3	$400K	Sell	2,961 -683	-19%	-$102K	0.1%	119
2022 Q2	$523K	Buy	3,644 +512	+16%	+$77.9K	0.13%	110
2022 Q1	$508K	Buy	3,132 +16	+0.5%	+$2.58K	0.11%	113
2021 Q4	$535K	Buy	3,116 +101	+3%	+$16.6K	0.11%	110
2021 Q3	$463K	Buy	3,015 +22	+0.7%	+$3.51K	0.1%	113
2021 Q2	$463K	Buy	2,993 +56	+2%	+$8.6K	0.1%	111
2021 Q1	$432K	Buy	2,937 +2	+0.1%	+$285	0.11%	110
2020 Q4	$414K	Buy	+2,935	New	+$398K	0.11%	106

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

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

HWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Madison Wealth Management's VIG Position: Q3 2023 in Review

Madison Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.77% in Q3 2023, buying an estimated $5.67K and bringing the position to 4,556 shares worth $708K. The position accounts for 0.15% of the portfolio, ranked #103.

Madison Wealth Management first reported a position in VIG in Q4 2020 and has held it in 12 quarters since. The position peaked at $734K in Q2 2023. 1,825 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

Madison Wealth Management held 4,556 shares of Vanguard Dividend Appreciation ETF worth $708K as of Q3 2023.
Madison Wealth Management bought 35 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $5.67K.
Vanguard Dividend Appreciation ETF made up 0.15% of Madison Wealth Management's portfolio in Q3 2023, its #103 holding.
Madison Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 12 quarters since.
Madison Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $734K in Q2 2023.
1,825 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.