Marquette Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Marquette Asset 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	–	Sell	-14	Closed	-$2.27K	–	311
2023 Q2	$2.27K	Hold	14	–	–	﹤0.01%	285
2023 Q1	$2.16K	Buy	+14	New	+$2.15K	﹤0.01%	198
2022 Q2	–	Sell	-7	Closed	-$1K	–	432
2022 Q1	$1K	Buy	+7	New	+$1.13K	﹤0.01%	347

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 $15.5B AUM 18.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Marquette Asset Management's VIG Position: Q3 2023 in Review

Marquette Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2023, closing a stake of 14 shares — an estimated $2.27K sold.

Marquette Asset Management first reported a position in VIG in Q1 2022 and held it in 3 quarters. The position peaked at $2.27K in Q2 2023. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

Marquette Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2023 after selling out during the quarter.
Marquette Asset Management sold 14 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $2.27K.
Marquette Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 3 quarters.
Marquette Asset Management's Vanguard Dividend Appreciation ETF position peaked at $2.27K in Q2 2023.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Marquette Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.