Nichols & Pratt Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nichols & Pratt Advisers’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
2024 Q1	–	Sell	-1,300	Closed	-$222K	–	108
2023 Q4	$222K	Hold	1,300	–	–	0.02%	100
2023 Q3	$202K	Hold	1,300	–	–	0.02%	105
2023 Q2	$211K	Hold	1,300	–	–	0.02%	108
2023 Q1	$200K	Buy	+1,300	New	+$199K	0.02%	102
2022 Q2	–	Sell	-1,300	Closed	-$211K	–	97
2022 Q1	$211K	Hold	1,300	–	–	0.02%	97
2021 Q4	$223K	Hold	1,300	–	–	0.02%	95
2021 Q3	$202K	Hold	1,300	–	–	0.02%	101
2021 Q2	$201K	Buy	+1,300	New	+$200K	0.02%	102
2021 Q1	–	Sell	-1,600	Closed	-$226K	–	103
2020 Q4	$226K	Hold	1,600	–	–	0.02%	99
2020 Q3	$206K	Buy	+1,600	New	+$201K	0.02%	98

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Nichols & Pratt Advisers's VIG Position: Q1 2024 in Review

Nichols & Pratt Advisers sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 1,300 shares — an estimated $222K sold.

Nichols & Pratt Advisers first reported a position in VIG in Q3 2020 and held it in 10 quarters. The position peaked at $226K in Q4 2020. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Nichols & Pratt Advisers reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Nichols & Pratt Advisers sold 1,300 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $222K.
Nichols & Pratt Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 10 quarters.
Nichols & Pratt Advisers's Vanguard Dividend Appreciation ETF position peaked at $226K in Q4 2020.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2024, filed 29 Apr 2024.