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

Titus 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
2022 Q2	$737K	Buy	5,134 +9	+0.2%	+$1.37K	0.37%	47
2022 Q1	$831K	Buy	5,125 +7	+0.1%	+$1.13K	0.37%	44
2021 Q4	$879K	Buy	5,118 +7	+0.1%	+$1.15K	0.4%	44
2021 Q3	$784K	Buy	5,111 +1,983	+63%	+$316K	0.41%	40
2021 Q2	$484K	Buy	3,128 +1,495	+92%	+$229K	0.26%	65
2021 Q1	$240K	Buy	1,633 +73	+5%	+$10.4K	0.14%	126
2020 Q4	$220K	Buy	+1,560	New	+$211K	0.14%	124

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

Titus Wealth Management's VIG Position: Q2 2022 in Review

Titus Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.18% in Q2 2022, buying an estimated $1.37K and bringing the position to 5,134 shares worth $737K. The position accounts for 0.37% of the portfolio, ranked #47.

Titus Wealth Management first reported a position in VIG in Q4 2020 and has held it in 7 quarters since. The position peaked at $879K in Q4 2021. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Titus Wealth Management held 5,134 shares of Vanguard Dividend Appreciation ETF worth $737K as of Q2 2022.
Titus Wealth Management bought 9 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $1.37K.
Vanguard Dividend Appreciation ETF made up 0.37% of Titus Wealth Management's portfolio in Q2 2022, its #47 holding.
Titus Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 7 quarters since.
Titus Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $879K in Q4 2021.
1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.