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PYA Waltman Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

PYA Waltman Capital’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
Q1 		– Sell
-1,682
Closed -$237K – 52
2020
Q4 		$237K Sell
1,682
-706
-30% -$95.7K 0.14% 36
2020
Q3 		$307K Buy
+2,388
New +$300K 0.22% 30

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PYA Waltman Capital's VIG Position: Q1 2021 in Review

PYA Waltman Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2021, closing a stake of 1,682 shares — an estimated $237K sold.

PYA Waltman Capital first reported a position in VIG in Q3 2020 and held it in 2 quarters. The position peaked at $307K in Q3 2020. 1,440 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

  • PYA Waltman Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2021 after selling out during the quarter.
  • PYA Waltman Capital sold 1,682 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $237K.
  • PYA Waltman Capital first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 2 quarters.
  • PYA Waltman Capital's Vanguard Dividend Appreciation ETF position peaked at $307K in Q3 2020.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on PYA Waltman Capital's 13F filing for Q1 2021, filed 10 May 2021.