Surevest’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Surevest’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
2022 Q3	$67K	Buy	494 +3	+0.6%	+$446	0.02%	176
2022 Q2	$70K	Sell	491 -76	-13%	-$11.6K	0.02%	186
2022 Q1	$92K	Buy	567 +80	+16%	+$12.9K	0.02%	161
2021 Q4	$84K	Buy	+487	New	+$80.3K	0.02%	156
2020 Q2	–	Sell	-2,314	Closed	-$239K	–	102
2020 Q1	$239K	Sell	2,314 -548	-19%	-$65.4K	0.13%	92
2019 Q4	$357K	Sell	2,862 -429	-13%	-$51.9K	0.15%	112
2019 Q3	$394K	Sell	3,291 -396	-11%	-$46.7K	0.19%	106
2019 Q2	$425K	Sell	3,687 -722	-16%	-$81K	0.22%	107
2019 Q1	$483K	Sell	4,409 -324	-7%	-$34.1K	0.3%	94
2018 Q4	$464K	Buy	+4,733	New	+$494K	0.37%	57

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Surevest's VIG Position: Q3 2022 in Review

Surevest increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.61% in Q3 2022, buying an estimated $446 and bringing the position to 494 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #176.

Surevest first reported a position in VIG in Q4 2018 and has held it in 10 quarters since. The position peaked at $483K in Q1 2019. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Surevest held 494 shares of Vanguard Dividend Appreciation ETF worth $67K as of Q3 2022.
Surevest bought 3 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $446.
Vanguard Dividend Appreciation ETF made up 0.02% of Surevest's portfolio in Q3 2022, its #176 holding.
Surevest first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 10 quarters since.
Surevest's Vanguard Dividend Appreciation ETF position peaked at $483K in Q1 2019.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.