Second Half Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Second Half Financial Partners’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 Q2	–	Sell	-1,726	Closed	-$315K	–	66
2024 Q1	$315K	Buy	1,726 +7	+0.4%	+$1.23K	0.14%	52
2023 Q4	$293K	Buy	+1,719	New	+$277K	0.14%	41
2023 Q3	–	Sell	-1,725	Closed	-$280K	–	136
2023 Q2	$280K	Buy	+1,725	New	+$270K	0.06%	128

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Second Half Financial Partners's VIG Position: Q2 2024 in Review

Second Half Financial Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2024, closing a stake of 1,726 shares — an estimated $315K sold.

Second Half Financial Partners first reported a position in VIG in Q2 2023 and held it in 3 quarters. The position peaked at $315K in Q1 2024. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

Second Half Financial Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
Second Half Financial Partners sold 1,726 Vanguard Dividend Appreciation ETF shares in Q2 2024, an estimated $315K.
Second Half Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and held it in 3 quarters.
Second Half Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $315K in Q1 2024.
2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Second Half Financial Partners's 13F filing for Q2 2024, filed 8 Aug 2024.