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Stonebridge Financial Planning Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stonebridge Financial Planning Group’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
Q2 		– Sell
-6
Closed -$1K – 446
2021
Q1 		$1K Buy
+6
New +$854 ﹤0.01% 423

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stonebridge Financial Planning Group's VIG Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in VIG in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 1,477 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 6 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $1K.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Vanguard Dividend Appreciation ETF position peaked at $1K in Q1 2021.
  • 1,477 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.