United Bank (Virginia)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

United Bank (Virginia)’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
2024 Q3	–	Sell	-1,235	Closed	-$225K	–	149
2024 Q2	$225K	Sell	1,235 -27	-2%	-$4.86K	0.03%	129
2024 Q1	$230K	Hold	1,262	–	–	0.03%	133
2023 Q4	$215K	Buy	+1,262	New	+$203K	0.03%	137
2023 Q3	–	Sell	-1,272	Closed	-$207K	–	155
2023 Q2	$207K	Buy	+1,272	New	+$199K	0.03%	144
2022 Q2	–	Sell	-1,250	Closed	-$203K	–	164
2022 Q1	$203K	Hold	1,250	–	–	0.03%	156
2021 Q4	$215K	Buy	+1,250	New	+$206K	0.03%	161

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Bank (Virginia)'s VIG Position: Q3 2024 in Review

United Bank (Virginia) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 1,235 shares — an estimated $225K sold.

United Bank (Virginia) first reported a position in VIG in Q4 2021 and held it in 6 quarters. The position peaked at $230K in Q1 2024. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

United Bank (Virginia) reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
United Bank (Virginia) sold 1,235 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $225K.
United Bank (Virginia) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 6 quarters.
United Bank (Virginia)'s Vanguard Dividend Appreciation ETF position peaked at $230K in Q1 2024.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on United Bank (Virginia)'s 13F filing for Q3 2024, filed 15 Nov 2024.