Ten Capital Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ten Capital Wealth Advisors’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 Q2	$288K	Hold	1,769	–	–	0.08%	104
2023 Q1	$272K	Buy	1,769 +935	+112%	+$143K	0.09%	86
2022 Q4	$127K	Hold	834	–	–	0.05%	116
2022 Q3	$113K	Buy	834 +444	+114%	+$66.1K	0.05%	116
2022 Q2	$56K	Buy	390 +210	+117%	+$32K	0.02%	146
2022 Q1	$29K	Hold	180	–	–	0.01%	178
2021 Q4	$31K	Hold	180	–	–	0.01%	179
2021 Q3	$28K	Hold	180	–	–	0.01%	178
2021 Q2	$28K	Sell	180 -10	-5%	-$1.53K	0.01%	219
2021 Q1	$27K	Hold	190	–	–	0.01%	207
2020 Q4	$27K	Buy	+190	New	+$25.8K	0.01%	203

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

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

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

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

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

Ten Capital Wealth Advisors's VIG Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2023 at 1,769 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #104.

Ten Capital Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 11 quarters since. 1,793 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

Ten Capital Wealth Advisors held 1,769 shares of Vanguard Dividend Appreciation ETF worth $288K as of Q2 2023.
Ten Capital Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2023.
Vanguard Dividend Appreciation ETF made up 0.08% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #104 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 11 quarters since.
1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.