Personal Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Personal Wealth 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
2021 Q3	–	Sell	-1,146	Closed	-$177K	–	382
2021 Q2	$177K	Buy	+1,146	New	+$176K	0.07%	85
2020 Q1	–	Sell	-929	Closed	-$116K	–	594
2019 Q4	$116K	Hold	929	–	–	0.05%	97
2019 Q3	$111K	Buy	929 +389	+72%	+$45.9K	0.05%	97
2019 Q2	$62K	Buy	+540	New	+$60.6K	0.03%	122

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Personal Wealth Partners's VIG Position: Q3 2021 in Review

Personal Wealth Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2021, closing a stake of 1,146 shares — an estimated $177K sold.

Personal Wealth Partners first reported a position in VIG in Q2 2019 and held it in 4 quarters. The position peaked at $177K in Q2 2021. 1,486 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Personal Wealth Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,146 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $177K.
Personal Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $177K in Q2 2021.
1,486 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.