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

PRW Wealth Management’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
-5,875
Closed -$909K – 281
2021
Q2 		$909K Buy
+5,875
New +$902K 0.27% 105

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PRW Wealth Management's VIG Position: Q3 2021 in Review

PRW Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2021, closing a stake of 5,875 shares — an estimated $909K sold.

PRW Wealth Management first reported a position in VIG in Q2 2021 and held it in 1 quarter. The position peaked at $909K in Q2 2021. 1,489 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

  • PRW Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 5,875 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $909K.
  • PRW Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $909K in Q2 2021.
  • 1,489 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.