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

NEIRG 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
2023 Q3	–	Sell	-1,402	Closed	-$228K	–	124
2023 Q2	$228K	Hold	1,402	–	–	0.04%	128
2023 Q1	$216K	Buy	+1,402	New	+$215K	0.04%	134
2022 Q2	–	Sell	-1,289	Closed	-$209K	–	155
2022 Q1	$209K	Buy	1,289 +4	+0.3%	+$645	0.04%	131
2021 Q4	$221K	Buy	+1,285	New	+$212K	0.04%	115

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NEIRG Wealth Management's VIG Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2023, closing a stake of 1,402 shares — an estimated $228K sold.

NEIRG Wealth Management first reported a position in VIG in Q4 2021 and held it in 4 quarters. The position peaked at $228K in Q2 2023. 1,827 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

NEIRG Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 1,402 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $228K.
NEIRG Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 4 quarters.
NEIRG Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $228K in Q2 2023.
1,827 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.