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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 – 447
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
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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return