Private Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Private Capital Group’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
2022 Q2	–	Sell	-497	Closed	-$81K	–	2126
2022 Q1	$81K	Hold	497	–	–	0.02%	466
2021 Q4	$85K	Sell	497 -249	-33%	-$41K	0.02%	488
2021 Q3	$115K	Hold	746	–	–	0.03%	382
2021 Q2	$116K	Hold	746	–	–	0.03%	365
2021 Q1	$110K	Hold	746	–	–	0.03%	360
2020 Q4	$105K	Sell	746 -21	-3%	-$2.85K	0.02%	487
2020 Q3	$99K	Sell	767 -154	-17%	-$19.4K	0.02%	455
2020 Q2	$108K	Hold	921	–	–	0.02%	423
2020 Q1	$95K	Sell	921 -1,112	-55%	-$133K	0.02%	415
2019 Q4	$253K	Buy	2,033 +140	+7%	+$16.9K	0.05%	219
2019 Q3	$226K	Buy	1,893 +350	+23%	+$41.3K	0.04%	267
2019 Q2	$158K	Sell	1,543 -350	-18%	-$39.3K	0.04%	266
2019 Q1	$209K	Sell	1,893 -500	-21%	-$52.7K	0.04%	272
2018 Q4	$234K	Sell	2,393 -41	-2%	-$4.28K	0.05%	212
2018 Q3	$270K	Hold	2,434	–	–	0.05%	206
2018 Q2	$248K	Hold	2,434	–	–	0.05%	211
2018 Q1	$246K	Hold	2,434	–	–	0.05%	216
2017 Q4	$248K	Buy	+2,434	New	+$240K	0.06%	204

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Private Capital Group's VIG Position: Q2 2022 in Review

Private Capital Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 497 shares — an estimated $81K sold.

Private Capital Group first reported a position in VIG in Q4 2017 and held it in 18 quarters. The position peaked at $270K in Q3 2018. 1,689 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Private Capital Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 497 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $81K.
Private Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's Vanguard Dividend Appreciation ETF position peaked at $270K in Q3 2018.
1,689 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.