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Shelton Capital Management’s
Vanguard Dividend Appreciation ETF
VIG
Stock Holding History
Shelton Capital Management’s Portfolio
VIG Stock Details
VIG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-1,234
Closed
-$200K
–
806
2022
Q1
$200K
Sell
1,234
-107
-8%
-$17.3K
0.01%
787
2021
Q4
$230K
Hold
1,341
–
–
0.01%
720
2021
Q3
$206K
Hold
1,341
–
–
0.01%
754
2021
Q2
$208K
Buy
+1,341
New
+$206K
0.01%
780
2018
Q1
–
Sell
-2,269
Closed
-$232K
–
893
2017
Q4
$232K
Sell
2,269
-100
-4%
-$9.85K
0.02%
743
2017
Q3
$225K
Hold
2,369
–
–
0.02%
731
2017
Q2
$220K
Buy
+2,369
New
+$217K
0.02%
767
2016
Q1
–
Sell
-3,720
Closed
-$289K
–
780
2015
Q4
$289K
Hold
3,720
–
–
0.03%
561
2015
Q3
$274K
Hold
3,720
–
–
0.03%
576
2015
Q2
$292K
Hold
3,720
–
–
0.03%
591
2015
Q1
$299K
Buy
+3,720
New
+$302K
0.03%
603
Other funds holding VIG
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$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
$501B 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
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
HWM
HB Wealth Management
Atlanta, Georgia
$15.4B AUM
18.35%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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