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V Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

V Wealth Advisors’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
2023
Q3 		– Sell
-19,372
Closed -$3.15M – 361
2023
Q2 		$3.15M Sell
19,372
-160
-0.8% -$25.1K 0.52% 36
2023
Q1 		$3.01M Buy
19,532
+827
+4% +$127K 0.56% 33
2022
Q4 		$2.84M Buy
18,705
+204
+1% +$30.4K 0.59% 30
2022
Q3 		$2.5M Sell
18,501
-377
-2% -$56.1K 0.5% 37
2022
Q2 		$2.71M Sell
18,878
-38
-0.2% -$5.78K 0.51% 33
2022
Q1 		$3.07M Sell
18,916
-6,337
-25% -$1.02M 0.49% 34
2021
Q4 		$4.34M Buy
25,253
+401
+2% +$66.1K 0.64% 25
2021
Q3 		$3.82M Buy
24,852
+2,819
+13% +$449K 0.59% 26
2021
Q2 		$3.4M Buy
22,033
+3,703
+20% +$568K 0.54% 30
2021
Q1 		$2.7M Buy
18,330
+5,073
+38% +$722K 0.5% 36
2020
Q4 		$1.87M Buy
+13,257
New +$1.8M 0.39% 57
2020
Q3 		– Sell
-17,872
Closed -$2.09M – 344
2020
Q2 		$2.09M Sell
17,872
-2,744
-13% -$312K 0.54% 31
2020
Q1 		$2.13M Buy
20,616
+682
+3% +$81.4K 0.67% 26
2019
Q4 		$2.38M Hold
19,934
– – 0.85% 19
2019
Q3 		$2.38M Buy
19,934
+5,742
+40% +$677K 0.85% 19
2019
Q2 		$1.63M Sell
14,192
-208
-1% -$23.3K 0.62% 41
2019
Q1 		$1.62M Buy
14,400
+1,307
+10% +$138K 0.66% 41
2018
Q4 		$1.3M Buy
13,093
+594
+5% +$61.9K 0.66% 43
2018
Q3 		$1.38M Buy
12,499
+1,854
+17% +$199K 0.64% 48
2018
Q2 		$1.1M Buy
10,645
+818
+8% +$83.4K 0.62% 46
2018
Q1 		$967K Sell
9,827
-1,869
-16% -$194K 0.52% 56
2017
Q4 		$1.23M Buy
11,696
+1,049
+10% +$103K 0.62% 47
2017
Q3 		$1.01M Buy
10,647
+183
+2% +$17.1K 0.51% 52
2017
Q2 		$975K Buy
10,464
+704
+7% +$64.6K 0.46% 59
2017
Q1 		$876K Sell
9,760
-27
-0.3% -$2.39K 0.54% 57
2016
Q4 		$839K Sell
9,787
-50
-0.5% -$4.2K 0.61% 58
2016
Q3 		$824K Buy
9,837
+1,683
+21% +$143K 0.67% 50
2016
Q2 		$676K Buy
8,154
+470
+6% +$38.4K 0.55% 62
2016
Q1 		$625K Buy
+7,684
New +$589K 0.5% 62

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
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
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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

V Wealth Advisors's VIG Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2023, closing a stake of 19,372 shares — an estimated $3.15M sold.

V Wealth Advisors first reported a position in VIG in Q1 2016 and held it in 29 quarters. The position peaked at $4.34M in Q4 2021. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

  • V Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 19,372 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $3.15M.
  • V Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and held it in 29 quarters.
  • V Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.34M in Q4 2021.
  • 1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.