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Taurus Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Taurus Asset 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 		– Sell
-1,635
Closed -$210K – 87
2020
Q3 		$210K Buy
+1,635
New +$206K 0.03% 84

Other funds holding VIG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Taurus Asset Management's VIG Position: Q4 2020 in Review

Taurus Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2020, closing a stake of 1,635 shares — an estimated $210K sold.

Taurus Asset Management first reported a position in VIG in Q3 2020 and held it in 1 quarter. The position peaked at $210K in Q3 2020. 1,411 funds tracked by Wall St. Rank hold VIG as of Q4 2020.

  • Taurus Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2020 after selling out during the quarter.
  • Taurus Asset Management sold 1,635 Vanguard Dividend Appreciation ETF shares in Q4 2020, an estimated $210K.
  • Taurus Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 1 quarter.
  • Taurus Asset Management's Vanguard Dividend Appreciation ETF position peaked at $210K in Q3 2020.
  • 1,411 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2020.

Based on Taurus Asset Management's 13F filing for Q4 2020, filed 9 Feb 2021.