Slow Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Slow Capital’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
2023 Q2	–	Sell	-481	Closed	-$74K	–	168
2023 Q1	$74K	Buy	+481	New	+$73.7K	0.01%	144
2020 Q4	–	Sell	-459	Closed	-$59K	–	281
2020 Q3	$59K	Buy	+459	New	+$57.7K	0.02%	187
2018 Q2	–	Sell	-412	Closed	-$42K	–	192
2018 Q1	$42K	Buy	412 +6	+1%	+$622	0.02%	169
2017 Q4	$41K	Buy	+406	New	+$40K	0.02%	157

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

Slow Capital's VIG Position: Q2 2023 in Review

Slow Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 481 shares — an estimated $74K sold.

Slow Capital first reported a position in VIG in Q4 2017 and held it in 4 quarters. The position peaked at $74K in Q1 2023. 1,797 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

Slow Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
Slow Capital sold 481 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $74K.
Slow Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 4 quarters.
Slow Capital's Vanguard Dividend Appreciation ETF position peaked at $74K in Q1 2023.
1,797 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Slow Capital's 13F filing for Q2 2023, filed 9 Aug 2023.