Nachman Norwood & Parrott’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nachman Norwood & Parrott’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 Q2	$2.25M	Sell	14,549 -570	-4%	-$87.5K	0.23%	83
2021 Q1	$2.22M	Sell	15,119 -93	-0.6%	-$13.2K	0.24%	83
2020 Q4	$2.15M	Buy	15,212 +65	+0.4%	+$8.81K	0.25%	79
2020 Q3	$1.96M	Sell	15,147 -336	-2%	-$42.3K	0.26%	78
2020 Q2	$1.82M	Buy	15,483 +129	+0.8%	+$14.7K	0.3%	73
2020 Q1	$1.59M	Sell	15,354 -2,769	-15%	-$330K	0.32%	72
2019 Q4	$2.26M	Sell	18,123 -7,523	-29%	-$910K	0.37%	61
2019 Q3	$3.07M	Buy	25,646 +57	+0.2%	+$6.72K	0.55%	38
2019 Q2	$2.95M	Sell	25,589 -2,443	-9%	-$274K	0.53%	41
2019 Q1	$3.09M	Sell	28,032 -473	-2%	-$49.9K	0.58%	34
2018 Q4	$2.79M	Buy	+28,505	New	+$2.97M	0.58%	34

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

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Nachman Norwood & Parrott's VIG Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q2 2021, selling an estimated $87.5K and leaving 14,549 shares worth $2.25M. The position accounts for 0.23% of the portfolio, ranked #83.

Nachman Norwood & Parrott first reported a position in VIG in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.09M in Q1 2019. 1,478 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

Nachman Norwood & Parrott held 14,549 shares of Vanguard Dividend Appreciation ETF worth $2.25M as of Q2 2021.
Nachman Norwood & Parrott sold 570 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $87.5K.
Vanguard Dividend Appreciation ETF made up 0.23% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #83 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's Vanguard Dividend Appreciation ETF position peaked at $3.09M in Q1 2019.
1,478 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.