South Shore Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

South Shore Capital Advisors’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	-1,300	Closed	-$211K	–	105
2022 Q1	$211K	Buy	+1,300	New	+$210K	0.34%	102

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

South Shore Capital Advisors's VIG Position: Q2 2022 in Review

South Shore Capital Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 1,300 shares — an estimated $211K sold.

South Shore Capital Advisors first reported a position in VIG in Q1 2022 and held it in 1 quarter. The position peaked at $211K in Q1 2022. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

South Shore Capital Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
South Shore Capital Advisors sold 1,300 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $211K.
South Shore Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 1 quarter.
South Shore Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $211K in Q1 2022.
1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on South Shore Capital Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.