PP
VIG icon

Professional Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Professional Planning’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 		$398K Buy
2,593
+381
+17% +$60.7K 0.19% 82
2021
Q2 		$342K Buy
2,212
+121
+6% +$18.6K 0.16% 94
2021
Q1 		$307K Sell
2,091
-97
-4% -$13.8K 0.15% 91
2020
Q4 		$309K Buy
+2,188
New +$297K 0.12% 99
2020
Q3 		– Sell
-1,861
Closed -$218K – 107
2020
Q2 		$218K Buy
+1,861
New +$212K 0.12% 106

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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Professional Planning's VIG Position: Q3 2021 in Review

Professional Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q3 2021, buying an estimated $60.7K and bringing the position to 2,593 shares worth $398K. The position accounts for 0.19% of the portfolio, ranked #82.

Professional Planning first reported a position in VIG in Q2 2020 and has held it in 5 quarters since. 1,486 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

  • Professional Planning held 2,593 shares of Vanguard Dividend Appreciation ETF worth $398K as of Q3 2021.
  • Professional Planning bought 381 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $60.7K.
  • Vanguard Dividend Appreciation ETF made up 0.19% of Professional Planning's portfolio in Q3 2021, its #82 holding.
  • Professional Planning first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 5 quarters since.
  • 1,486 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.