NFP
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Novak Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Novak Financial Planning’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 		$6.86M Sell
44,342
-220
-0.5% -$33.8K 3.36% 7
2021
Q1 		$6.55M Buy
44,562
+915
+2% +$130K 3.6% 5
2020
Q4 		$6.16M Buy
+43,647
New +$5.92M 3.63% 5

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Novak Financial Planning's VIG Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.49% in Q2 2021, selling an estimated $33.8K and leaving 44,342 shares worth $6.86M. The position accounts for 3.36% of the portfolio, ranked #7.

Novak Financial Planning first reported a position in VIG in Q4 2020 and has held it in 3 quarters since. 1,477 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

  • Novak Financial Planning held 44,342 shares of Vanguard Dividend Appreciation ETF worth $6.86M as of Q2 2021.
  • Novak Financial Planning sold 220 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $33.8K.
  • Vanguard Dividend Appreciation ETF made up 3.36% of Novak Financial Planning's portfolio in Q2 2021, its #7 holding.
  • Novak Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,477 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.