Paul John Balson’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Paul John Balson’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
2020 Q4	$2.88M	Buy	20,388 +1,096	+6%	+$149K	0.59%	12
2020 Q3	$2.48M	Sell	19,292 -1,777	-8%	-$224K	0.61%	10
2020 Q2	$2.47M	Sell	21,069 -638	-3%	-$72.6K	0.93%	9
2020 Q1	$2.24M	Buy	+21,707	New	+$2.59M	1.2%	7

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paul John Balson's VIG Position: Q4 2020 in Review

Paul John Balson increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.7% in Q4 2020, buying an estimated $149K and bringing the position to 20,388 shares worth $2.88M. The position accounts for 0.59% of the portfolio, ranked #12.

Paul John Balson first reported a position in VIG in Q1 2020 and has held it in 4 quarters since. 1,410 funds tracked by Wall St. Rank hold VIG as of Q4 2020.

Paul John Balson held 20,388 shares of Vanguard Dividend Appreciation ETF worth $2.88M as of Q4 2020.
Paul John Balson bought 1,096 Vanguard Dividend Appreciation ETF shares in Q4 2020, an estimated $149K.
Vanguard Dividend Appreciation ETF made up 0.59% of Paul John Balson's portfolio in Q4 2020, its #12 holding.
Paul John Balson first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 4 quarters since.
1,410 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.