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

Taylor Hoffman 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 Q3	–	Sell	-600	Closed	-$70K	–	347
2020 Q2	$70K	Buy	+600	New	+$68.3K	0.04%	177
2020 Q1	–	Sell	-600	Closed	-$75K	–	367
2019 Q4	$75K	Hold	600	–	–	0.05%	184
2019 Q3	$72K	Hold	600	–	–	0.05%	181
2019 Q2	$69K	Hold	600	–	–	0.06%	177
2019 Q1	$66K	Hold	600	–	–	0.05%	174
2018 Q4	$59K	Hold	600	–	–	0.05%	164
2018 Q3	$66K	Buy	+600	New	+$64.5K	0.05%	159

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Taylor Hoffman Wealth Management's VIG Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2020, closing a stake of 600 shares — an estimated $70K sold.

Taylor Hoffman Wealth Management first reported a position in VIG in Q3 2018 and held it in 7 quarters. The position peaked at $75K in Q4 2019. 1,247 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 600 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $70K.
Taylor Hoffman Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and held it in 7 quarters.
Taylor Hoffman Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $75K in Q4 2019.
1,247 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.