TrueWealth LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TrueWealth LLC’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 Q2	$762K	Buy	6,502 +80	+1%	+$9.11K	0.32%	53
2020 Q1	$664K	Buy	6,422 +755	+13%	+$90.1K	0.32%	52
2019 Q4	$706K	Sell	5,667 -496	-8%	-$60K	0.29%	55
2019 Q3	$737K	Buy	6,163 +1	+0%	+$118	0.32%	49
2019 Q2	$710K	Hold	6,162	–	–	0.32%	51
2019 Q1	$676K	Sell	6,162 -434	-7%	-$45.7K	0.31%	49
2018 Q4	$646K	Hold	6,596	–	–	0.33%	47
2018 Q3	$730K	Hold	6,596	–	–	0.33%	42
2018 Q2	$670K	Buy	6,596 +51	+0.8%	+$5.2K	0.32%	44
2018 Q1	$661K	Sell	6,545 -631	-9%	-$65.4K	0.33%	44
2017 Q4	$732K	Buy	+7,176	New	+$707K	0.34%	46

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrueWealth LLC's VIG Position: Q2 2020 in Review

TrueWealth LLC increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q2 2020, buying an estimated $9.11K and bringing the position to 6,502 shares worth $762K. The position accounts for 0.32% of the portfolio, ranked #53.

TrueWealth LLC first reported a position in VIG in Q4 2017 and has held it in 11 quarters since. 1,200 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

TrueWealth LLC held 6,502 shares of Vanguard Dividend Appreciation ETF worth $762K as of Q2 2020.
TrueWealth LLC bought 80 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $9.11K.
Vanguard Dividend Appreciation ETF made up 0.32% of TrueWealth LLC's portfolio in Q2 2020, its #53 holding.
TrueWealth LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 11 quarters since.
1,200 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.