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

Minot 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
2022 Q2	$904K	Buy	6,304 +185	+3%	+$28.2K	0.23%	80
2022 Q1	$992K	Buy	6,119 +2,679	+78%	+$432K	0.21%	87
2021 Q4	$591K	Buy	3,440 +138	+4%	+$22.7K	0.11%	119
2021 Q3	$507K	Sell	3,302 -8	-0.2%	-$1.27K	0.11%	126
2021 Q2	$521K	Buy	3,310 +92	+3%	+$14.1K	0.11%	123
2021 Q1	$473K	Buy	+3,218	New	+$458K	0.12%	122

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Minot Wealth Management's VIG Position: Q2 2022 in Review

Minot Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3% in Q2 2022, buying an estimated $28.2K and bringing the position to 6,304 shares worth $904K. The position accounts for 0.23% of the portfolio, ranked #80.

Minot Wealth Management first reported a position in VIG in Q1 2021 and has held it in 6 quarters since. The position peaked at $992K in Q1 2022. 1,687 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Minot Wealth Management held 6,304 shares of Vanguard Dividend Appreciation ETF worth $904K as of Q2 2022.
Minot Wealth Management bought 185 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $28.2K.
Vanguard Dividend Appreciation ETF made up 0.23% of Minot Wealth Management's portfolio in Q2 2022, its #80 holding.
Minot Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 6 quarters since.
Minot Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $992K in Q1 2022.
1,687 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.