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Provence Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Provence Wealth Management 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
2023
Q4 		$31.7K Hold
186
– – 0.02% 240
2023
Q3 		$28.9K Buy
+186
New +$30.2K 0.02% 235

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Provence Wealth Management Group's VIG Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2023 at 186 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #240.

Provence Wealth Management Group first reported a position in VIG in Q3 2023 and has held it in 2 quarters since. 2,023 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

  • Provence Wealth Management Group held 186 shares of Vanguard Dividend Appreciation ETF worth $31.7K as of Q4 2023.
  • Provence Wealth Management Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2023.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #240 holding.
  • Provence Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 2 quarters since.
  • 2,023 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.