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Strategic Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategic Investment 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
2024
Q1 		– Sell
-1,184
Closed -$202K – 255
2023
Q4 		$202K Sell
1,184
-132
-10% -$21.2K 0.03% 232
2023
Q3 		$205K Buy
+1,316
New +$213K 0.03% 230

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Investment Advisors's VIG Position: Q1 2024 in Review

Strategic Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 1,184 shares — an estimated $202K sold.

Strategic Investment Advisors first reported a position in VIG in Q3 2023 and held it in 2 quarters. The position peaked at $205K in Q3 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Strategic Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
  • Strategic Investment Advisors sold 1,184 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $202K.
  • Strategic Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 2 quarters.
  • Strategic Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $205K in Q3 2023.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Strategic Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.