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Treybourne Wealth Planners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Treybourne Wealth Planners’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
2021
Q2 		$433K Hold
2,799
– – 0.27% 28
2021
Q1 		$412K Hold
2,799
– – 0.29% 26
2020
Q4 		$395K Buy
+2,799
New +$379K 0.28% 28

Other funds holding VIG

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
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 $45.6B AUM 18.83% 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 $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
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Treybourne Wealth Planners's VIG Position: Q2 2021 in Review

Treybourne Wealth Planners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2021 at 2,799 shares worth $433K. The position accounts for 0.27% of the portfolio, ranked #28.

Treybourne Wealth Planners first reported a position in VIG in Q4 2020 and has held it in 3 quarters since. 1,477 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

  • Treybourne Wealth Planners held 2,799 shares of Vanguard Dividend Appreciation ETF worth $433K as of Q2 2021.
  • Treybourne Wealth Planners left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2021.
  • Vanguard Dividend Appreciation ETF made up 0.27% of Treybourne Wealth Planners's portfolio in Q2 2021, its #28 holding.
  • Treybourne Wealth Planners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,477 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.