NorthLanding Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

NorthLanding Financial Partners’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 Q2	–	Sell	-11,360	Closed	-$1.75M	–	60
2023 Q1	$1.75M	Buy	11,360 +26	+0.2%	+$3.98K	1.23%	19
2022 Q4	$1.72M	Buy	11,334 +6	+0.1%	+$894	1.24%	18
2022 Q3	$1.53M	Buy	+11,328	New	+$1.69M	1.21%	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

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

NorthLanding Financial Partners's VIG Position: Q2 2023 in Review

NorthLanding Financial Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 11,360 shares — an estimated $1.75M sold.

NorthLanding Financial Partners first reported a position in VIG in Q3 2022 and held it in 3 quarters. The position peaked at $1.75M in Q1 2023. 1,793 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

NorthLanding Financial Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
NorthLanding Financial Partners sold 11,360 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $1.75M.
NorthLanding Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and held it in 3 quarters.
NorthLanding Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $1.75M in Q1 2023.
1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on NorthLanding Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.