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Sawyer & Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sawyer & Company’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
2024
Q1 		– Sell
-12
Closed -$2K – 183
2023
Q4 		$2K Sell
12
-188
-94% -$30.3K ﹤0.01% 177
2023
Q3 		$31K Buy
+200
New +$32.4K 0.01% 134

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 $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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sawyer & Company's VIG Position: Q1 2024 in Review

Sawyer & Company sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 12 shares — an estimated $2K sold.

Sawyer & Company first reported a position in VIG in Q3 2023 and held it in 2 quarters. The position peaked at $31K in Q3 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Sawyer & Company reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
  • Sawyer & Company sold 12 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $2K.
  • Sawyer & Company first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 2 quarters.
  • Sawyer & Company's Vanguard Dividend Appreciation ETF position peaked at $31K in Q3 2023.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Sawyer & Company's 13F filing for Q1 2024, filed 16 Apr 2024.