Steele Capital Management
VIG icon

Steele Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Steele 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
2024
Q3 		– Sell
-4,190
Closed -$769K – 165
2024
Q2 		$769K Hold
4,190
– – 0.04% 79
2024
Q1 		$765K Buy
4,190
+122
+3% +$21.4K 0.04% 74
2023
Q4 		$693K Buy
+4,068
New +$655K 0.05% 77

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Vanguard Group
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steele Capital Management's VIG Position: Q3 2024 in Review

Steele Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 4,190 shares — an estimated $769K sold.

Steele Capital Management first reported a position in VIG in Q4 2023 and held it in 3 quarters. The position peaked at $769K in Q2 2024. 2,108 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • Steele Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
  • Steele Capital Management sold 4,190 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $769K.
  • Steele Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 3 quarters.
  • Steele Capital Management's Vanguard Dividend Appreciation ETF position peaked at $769K in Q2 2024.
  • 2,108 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.