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Summit Securities Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Summit Securities 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
2023
Q2 		– Sell
-31
Closed -$5K – 1108
2023
Q1 		$5K Buy
+31
New +$4.75K ﹤0.01% 713

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
Royal Bank of Canada
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Summit Securities Group's VIG Position: Q2 2023 in Review

Summit Securities Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 31 shares — an estimated $5K sold.

Summit Securities Group first reported a position in VIG in Q1 2023 and held it in 1 quarter. The position peaked at $5K in Q1 2023. 1,793 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

  • Summit Securities Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 31 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $5K.
  • Summit Securities Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 1 quarter.
  • Summit Securities Group's Vanguard Dividend Appreciation ETF position peaked at $5K in Q1 2023.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.