Maxim Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Maxim Capital 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
2020 Q2	$1.16M	Buy	9,436 +16	+0.2%	+$1.82K	1.04%	17
2020 Q1	$974K	Sell	9,420 -352	-4%	-$42K	1.01%	17
2019 Q4	$957K	Buy	9,772 +352	+4%	+$42.6K	0.99%	18
2019 Q3	$1.13M	Hold	9,420	–	–	1.02%	18
2019 Q2	$1.08M	Sell	9,420 -150	-2%	-$16.8K	1.02%	18
2019 Q1	$1.05M	Sell	9,570 -202	-2%	-$21.3K	0.98%	18
2018 Q4	$957K	Buy	+9,772	New	+$1.02M	0.99%	18

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Maxim Capital Management's VIG Position: Q2 2020 in Review

Maxim Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.17% in Q2 2020, buying an estimated $1.82K and bringing the position to 9,436 shares worth $1.16M. The position accounts for 1.04% of the portfolio, ranked #17.

Maxim Capital Management first reported a position in VIG in Q4 2018 and has held it in 7 quarters since. 1,199 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

Maxim Capital Management held 9,436 shares of Vanguard Dividend Appreciation ETF worth $1.16M as of Q2 2020.
Maxim Capital Management bought 16 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $1.82K.
Vanguard Dividend Appreciation ETF made up 1.04% of Maxim Capital Management's portfolio in Q2 2020, its #17 holding.
Maxim Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 7 quarters since.
1,199 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.