Mid Atlantic Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$6.67M	Buy	43,418 +1,994	+5%	+$318K	0.45%	40
2021 Q2	$6.41M	Buy	41,424 +5,986	+17%	+$919K	0.43%	42
2021 Q1	$5.21M	Sell	35,438 -1,746	-5%	-$248K	0.38%	56
2020 Q4	$5.25M	Buy	37,184 +1,087	+3%	+$147K	0.4%	53
2020 Q3	$4.9M	Sell	36,097 -2,477	-6%	-$312K	0.43%	45
2020 Q2	$4.52M	Buy	38,574 +3,638	+10%	+$414K	0.44%	44
2020 Q1	$3.61M	Sell	34,936 -7,814	-18%	-$932K	0.41%	51
2019 Q4	$5.33M	Buy	42,750 +3,018	+8%	+$365K	0.5%	37
2019 Q3	$4.75M	Sell	39,732 -3,017	-7%	-$356K	0.51%	38
2019 Q2	$4.92M	Buy	42,749 +7	+0%	+$785	0.51%	36
2019 Q1	$4.69M	Buy	42,742 +2,589	+6%	+$273K	0.51%	35
2018 Q4	$3.93M	Buy	+40,153	New	+$4.19M	0.49%	42

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

Mid Atlantic Financial Management's VIG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.8% in Q3 2021, buying an estimated $318K and bringing the position to 43,418 shares worth $6.67M. The position accounts for 0.45% of the portfolio, ranked #40.

Mid Atlantic Financial Management first reported a position in VIG in Q4 2018 and has held it in 12 quarters since. 1,486 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Mid Atlantic Financial Management held 43,418 shares of Vanguard Dividend Appreciation ETF worth $6.67M as of Q3 2021.
Mid Atlantic Financial Management bought 1,994 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $318K.
Vanguard Dividend Appreciation ETF made up 0.45% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #40 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 12 quarters since.
1,486 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.