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Tevis Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tevis Investment 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
2022
Q3 		– Sell
-12
Closed -$2K – 477
2022
Q2 		$2K Buy
12
+5
+71% +$761 ﹤0.01% 464
2022
Q1 		$1K Hold
7
– – ﹤0.01% 482
2021
Q4 		$1K Buy
+7
New +$1.15K ﹤0.01% 541

Other funds holding VIG

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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

Tevis Investment Management's VIG Position: Q3 2022 in Review

Tevis Investment Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 12 shares — an estimated $2K sold.

Tevis Investment Management first reported a position in VIG in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

  • Tevis Investment Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 12 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $2K.
  • Tevis Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 3 quarters.
  • Tevis Investment Management's Vanguard Dividend Appreciation ETF position peaked at $2K in Q2 2022.
  • 1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.