SVA Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SVA Wealth Management’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
2020 Q4	$507K	Sell	3,592 -104	-3%	-$14.1K	0.04%	167
2020 Q3	$476K	Sell	3,696 -671	-15%	-$84.4K	0.05%	151
2020 Q2	$512K	Buy	4,367 +71	+2%	+$8.08K	0.05%	145
2020 Q1	$444K	Sell	4,296 -204	-5%	-$24.3K	0.05%	148
2019 Q4	$561K	Buy	4,500 +1	+0%	+$121	0.05%	142
2019 Q3	$538K	Sell	4,499 -98	-2%	-$11.6K	0.05%	144
2019 Q2	$529K	Sell	4,597 -16	-0.3%	-$1.79K	0.05%	146
2019 Q1	$506K	Sell	4,613 -432	-9%	-$45.5K	0.05%	150
2018 Q4	$494K	Buy	5,045 +2,567	+104%	+$268K	0.06%	150
2018 Q3	$274K	Buy	2,478 +32	+1%	+$3.44K	0.03%	190
2018 Q2	$249K	Sell	2,446 -672	-22%	-$68.5K	0.03%	196
2018 Q1	$296K	Sell	3,118 -123	-4%	-$12.8K	0.04%	182
2017 Q4	$331K	Buy	3,241 +123	+4%	+$12.1K	0.04%	169
2017 Q3	$296K	Buy	3,118 +49	+2%	+$4.57K	0.04%	182
2017 Q2	$284K	Buy	3,069 +46	+2%	+$4.22K	0.04%	171
2017 Q1	$272K	Sell	3,023 -690	-19%	-$61.1K	0.04%	167
2016 Q4	$316K	Buy	3,713 +2	+0.1%	+$168	0.05%	162
2016 Q3	$311K	Buy	3,711 +361	+11%	+$30.6K	0.05%	162
2016 Q2	$279K	Buy	3,350 +362	+12%	+$29.6K	0.05%	171
2016 Q1	$243K	Buy	2,988 +195	+7%	+$14.9K	0.04%	183
2015 Q4	$217K	Hold	2,793	–	–	0.04%	202
2015 Q3	$206K	Sell	2,793 -345	-11%	-$26.7K	0.04%	195
2015 Q2	$247K	Buy	3,138 +485	+18%	+$39.3K	0.05%	190
2015 Q1	$213K	Hold	2,653	–	–	0.04%	200
2014 Q4	$215K	Hold	2,653	–	–	0.08%	169
2014 Q3	$204K	Sell	2,653 -1,537	-37%	-$119K	0.09%	154
2014 Q2	$327K	Sell	4,190 -78	-2%	-$5.97K	0.14%	125
2014 Q1	$321K	Sell	4,268 -1,481	-26%	-$109K	0.15%	120
2013 Q4	$433K	Buy	+5,749	New	+$418K	0.26%	91

Other funds holding VIG

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SVA Wealth Management's VIG Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q4 2020, selling an estimated $14.1K and leaving 3,592 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #167.

SVA Wealth Management first reported a position in VIG in Q4 2013 and has held it in 29 quarters since. The position peaked at $561K in Q4 2019. 1,410 funds tracked by Wall St. Rank hold VIG as of Q4 2020.

SVA Wealth Management held 3,592 shares of Vanguard Dividend Appreciation ETF worth $507K as of Q4 2020.
SVA Wealth Management sold 104 Vanguard Dividend Appreciation ETF shares in Q4 2020, an estimated $14.1K.
Vanguard Dividend Appreciation ETF made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #167 holding.
SVA Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 29 quarters since.
SVA Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $561K in Q4 2019.
1,410 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.