New Legacy Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

New Legacy Group’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	$299K	Hold	1,923	–	–	0.82%	22
2023 Q2	$312K	Hold	1,923	–	–	0.79%	22
2023 Q1	$296K	Hold	1,923	–	–	0.84%	22
2022 Q4	$292K	Hold	1,923	–	–	0.91%	22
2022 Q3	$260K	Hold	1,923	–	–	0.67%	22
2022 Q2	$276K	Hold	1,923	–	–	0.56%	23
2022 Q1	$312K	Sell	1,923 -1,323	-41%	-$213K	0.12%	26
2021 Q4	$557K	Buy	+3,246	New	+$535K	0.11%	19

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

New Legacy Group's VIG Position: Q3 2023 in Review

New Legacy Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2023 at 1,923 shares worth $299K. The position accounts for 0.82% of the portfolio, ranked #22.

New Legacy Group first reported a position in VIG in Q4 2021 and has held it in 8 quarters since. The position peaked at $557K in Q4 2021. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

New Legacy Group held 1,923 shares of Vanguard Dividend Appreciation ETF worth $299K as of Q3 2023.
New Legacy Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2023.
Vanguard Dividend Appreciation ETF made up 0.82% of New Legacy Group's portfolio in Q3 2023, its #22 holding.
New Legacy Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 8 quarters since.
New Legacy Group's Vanguard Dividend Appreciation ETF position peaked at $557K in Q4 2021.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.