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Summit X LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Summit X LLC’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
Q3 		– Sell
-1,615
Closed -$262K – 275
2023
Q2 		$262K Sell
1,615
-6
-0.4% -$940 0.06% 231
2023
Q1 		$250K Buy
+1,621
New +$248K 0.06% 229
2020
Q1 		– Sell
-2,038
Closed -$254K – 253
2019
Q4 		$254K Sell
2,038
-99
-5% -$12K 0.09% 207
2019
Q3 		$257K Buy
2,137
+55
+3% +$6.49K 0.1% 201
2019
Q2 		$241K Buy
2,082
+4
+0.2% +$449 0.1% 205
2019
Q1 		$228K Sell
2,078
-70
-3% -$7.38K 0.1% 214
2018
Q4 		$209K Sell
2,148
-94
-4% -$9.8K 0.12% 189
2018
Q3 		$249K Buy
2,242
+103
+5% +$11.1K 0.12% 194
2018
Q2 		$216K Hold
2,139
– – 0.12% 186
2018
Q1 		$216K Sell
2,139
-676
-24% -$70.1K 0.13% 169
2017
Q4 		$288K Buy
2,815
+7
+0.2% +$689 0.18% 145
2017
Q3 		$266K Sell
2,808
-93
-3% -$8.68K 0.18% 147
2017
Q2 		$268K Buy
+2,901
New +$266K 0.19% 149

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit X LLC's VIG Position: Q3 2023 in Review

Summit X LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2023, closing a stake of 1,615 shares — an estimated $262K sold.

Summit X LLC first reported a position in VIG in Q2 2017 and held it in 13 quarters. The position peaked at $288K in Q4 2017. 1,827 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

  • Summit X LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 1,615 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $262K.
  • Summit X LLC first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and held it in 13 quarters.
  • Summit X LLC's Vanguard Dividend Appreciation ETF position peaked at $288K in Q4 2017.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.