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

Parisi Gray 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
2021 Q3	–	Sell	-437	Closed	-$68K	–	539
2021 Q2	$68K	Buy	+437	New	+$67.1K	0.02%	267
2019 Q2	–	Sell	-410	Closed	-$45K	–	445
2019 Q1	$45K	Hold	410	–	–	0.03%	233
2018 Q4	$40K	Buy	410 +1	+0.2%	+$104	0.03%	235
2018 Q3	$45K	Hold	409	–	–	0.03%	239
2018 Q2	$42K	Hold	409	–	–	0.03%	256
2018 Q1	$41K	Sell	409 -124	-23%	-$12.9K	0.03%	247
2017 Q4	$55K	Buy	+533	New	+$52.5K	0.04%	210

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Parisi Gray Wealth Management's VIG Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2021, closing a stake of 437 shares — an estimated $68K sold.

Parisi Gray Wealth Management first reported a position in VIG in Q4 2017 and held it in 7 quarters. The position peaked at $68K in Q2 2021. 1,489 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 437 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $68K.
Parisi Gray Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $68K in Q2 2021.
1,489 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.