Sonora Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sonora Investment 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
2021 Q3	$223K	Buy	1,450 +538	+59%	+$85.7K	0.03%	194
2021 Q2	$141K	Sell	912 -138	-13%	-$21.2K	0.02%	237
2021 Q1	$154K	Buy	1,050 +398	+61%	+$56.6K	0.01%	329
2020 Q4	$92K	Buy	652 +392	+151%	+$53.1K	0.01%	438
2020 Q3	$33K	Buy	260 +185	+247%	+$23.3K	﹤0.01%	700
2020 Q2	$9K	Hold	75	–	–	﹤0.01%	1164
2020 Q1	$8K	Sell	75 -405	-84%	-$48.3K	﹤0.01%	1153
2019 Q4	$60K	Sell	480 -195	-29%	-$23.6K	0.01%	462
2019 Q3	$81K	Sell	675 -107	-14%	-$12.6K	0.01%	382
2019 Q2	$90K	Buy	782 +407	+109%	+$45.7K	0.01%	368
2019 Q1	$41K	Sell	375 -150	-29%	-$15.8K	0.01%	566
2018 Q4	$51K	Buy	525 +150	+40%	+$15.6K	0.01%	397
2018 Q3	$42K	Sell	375 -25	-6%	-$2.69K	0.01%	444
2018 Q2	$41K	Sell	400 -72	-15%	-$7.34K	0.01%	437
2018 Q1	$47.7K	Buy	472 +58	+14%	+$6.01K	0.01%	405
2017 Q4	$42.2K	Buy	414 +100	+32%	+$9.85K	0.01%	427
2017 Q3	$29.8K	Hold	314	–	–	0.01%	436
2017 Q2	$29.1K	Hold	314	–	–	0.01%	423
2017 Q1	$28.2K	Hold	314	–	–	0.01%	415
2016 Q4	$26.7K	Buy	+314	New	+$26.4K	0.01%	381

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Sonora Investment Management's VIG Position: Q3 2021 in Review

Sonora Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 59% in Q3 2021, buying an estimated $85.7K and bringing the position to 1,450 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #194.

Sonora Investment Management first reported a position in VIG in Q4 2016 and has held it in 20 quarters since. 1,487 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Sonora Investment Management held 1,450 shares of Vanguard Dividend Appreciation ETF worth $223K as of Q3 2021.
Sonora Investment Management bought 538 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $85.7K.
Vanguard Dividend Appreciation ETF made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #194 holding.
Sonora Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 20 quarters since.
1,487 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.