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

Murphy 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
2022 Q2	$342K	Buy	2,385 +10	+0.4%	+$1.52K	0.05%	170
2022 Q1	$385K	Hold	2,375	–	–	0.04%	170
2021 Q4	$407K	Sell	2,375 -30	-1%	-$4.95K	0.04%	176
2021 Q3	$369K	Sell	2,405 -500	-17%	-$79.7K	0.04%	177
2021 Q2	$449K	Sell	2,905 -35	-1%	-$5.37K	0.05%	160
2021 Q1	$432K	Hold	2,940	–	–	0.05%	157
2020 Q4	$415K	Hold	2,940	–	–	0.06%	151
2020 Q3	$378K	Sell	2,940 -470	-14%	-$59.1K	0.05%	153
2020 Q2	$399K	Buy	3,410 +10	+0.3%	+$1.14K	0.06%	145
2020 Q1	$351K	Hold	3,400	–	–	0.07%	150
2019 Q4	$423K	Hold	3,400	–	–	0.06%	155
2019 Q3	$406K	Buy	3,400 +350	+11%	+$41.3K	0.06%	165
2019 Q2	$351K	Sell	3,050 -50	-2%	-$5.61K	0.05%	185
2019 Q1	$339K	Sell	3,100 -252	-8%	-$26.6K	0.05%	188
2018 Q4	$328K	Sell	3,352 -2,120	-39%	-$221K	0.06%	191
2018 Q3	$605K	Buy	5,472 +3,500	+177%	+$376K	0.08%	165
2018 Q2	$200K	Buy	+1,972	New	+$201K	0.03%	265
2018 Q1	–	Sell	-2,097	Closed	-$214K	–	275
2017 Q4	$214K	Buy	+2,097	New	+$206K	0.03%	258
2017 Q2	–	Sell	-2,282	Closed	-$205K	–	278
2017 Q1	$205K	Buy	+2,282	New	+$202K	0.03%	263
2015 Q3	–	Sell	-3,032	Closed	-$238K	–	320
2015 Q2	$238K	Sell	3,032 -375	-11%	-$30.4K	0.04%	281
2015 Q1	$274K	Buy	3,407 +5	+0.1%	+$406	0.04%	272
2014 Q4	$276K	Buy	3,402 +100	+3%	+$7.91K	0.04%	274
2014 Q3	$254K	Buy	3,302 +335	+11%	+$26K	0.04%	291
2014 Q2	$231K	Buy	2,967 +100	+3%	+$7.65K	0.04%	304
2014 Q1	$215K	Hold	2,867	–	–	0.04%	310
2013 Q4	$215K	Buy	+2,867	New	+$209K	0.04%	295

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

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

Murphy Capital Management's VIG Position: Q2 2022 in Review

Murphy Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.42% in Q2 2022, buying an estimated $1.52K and bringing the position to 2,385 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #170.

Murphy Capital Management first reported a position in VIG in Q4 2013 and has held it in 26 quarters since. The position peaked at $605K in Q3 2018. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Murphy Capital Management held 2,385 shares of Vanguard Dividend Appreciation ETF worth $342K as of Q2 2022.
Murphy Capital Management bought 10 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $1.52K.
Vanguard Dividend Appreciation ETF made up 0.05% of Murphy Capital Management's portfolio in Q2 2022, its #170 holding.
Murphy Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 26 quarters since.
Murphy Capital Management's Vanguard Dividend Appreciation ETF position peaked at $605K in Q3 2018.
1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.