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Sargent Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sargent Investment 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
2021
Q4 		– Sell
-1,501
Closed -$231K – 201
2021
Q3 		$231K Buy
+1,501
New +$239K 0.06% 170

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Sargent Investment Group's VIG Position: Q4 2021 in Review

Sargent Investment Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2021, closing a stake of 1,501 shares — an estimated $231K sold.

Sargent Investment Group first reported a position in VIG in Q3 2021 and held it in 1 quarter. The position peaked at $231K in Q3 2021. 1,719 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

  • Sargent Investment Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
  • Sargent Investment Group sold 1,501 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $231K.
  • Sargent Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and held it in 1 quarter.
  • Sargent Investment Group's Vanguard Dividend Appreciation ETF position peaked at $231K in Q3 2021.
  • 1,719 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Sargent Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.