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

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	–	892
2017 Q4	$232K	Sell	2,269 -100	-4%	-$9.85K	0.01%	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Shelton Capital Management's VIG Position: Q2 2022 in Review

Shelton Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 1,234 shares — an estimated $200K sold.

Shelton Capital Management first reported a position in VIG in Q1 2015 and held it in 11 quarters. The position peaked at $299K in Q1 2015. 1,688 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Shelton Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Shelton Capital Management sold 1,234 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $200K.
Shelton Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and held it in 11 quarters.
Shelton Capital Management's Vanguard Dividend Appreciation ETF position peaked at $299K in Q1 2015.
1,688 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.