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

Vanguard Capital 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
2022 Q2	–	Sell	-1,303	Closed	-$211K	–	156
2022 Q1	$211K	Buy	+1,303	New	+$210K	0.15%	129
2021 Q4	–	Sell	-1,303	Closed	-$200K	–	162
2021 Q3	$200K	Hold	1,303	–	–	0.13%	140
2021 Q2	$201K	Buy	+1,303	New	+$200K	0.15%	144
2019 Q4	$449K	Sell	3,603 -2	-0.1%	-$242	0.47%	64
2019 Q3	$431K	Hold	3,605	–	–	0.5%	60
2019 Q2	$415K	Hold	3,605	–	–	0.5%	62
2019 Q1	$395K	Hold	3,605	–	–	0.5%	61
2018 Q4	$353K	Sell	3,605 -1,826	-34%	-$190K	0.53%	60
2018 Q3	$601K	Sell	5,431 -333	-6%	-$35.8K	0.69%	44
2018 Q2	$585K	Sell	5,764 -116	-2%	-$11.8K	0.78%	49
2018 Q1	$587K	Sell	5,880 -3,700	-39%	-$384K	0.77%	42
2017 Q4	$977K	Buy	+9,580	New	+$943K	1.22%	24

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Wealth Advisors's VIG Position: Q2 2022 in Review

Vanguard Capital Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 1,303 shares — an estimated $211K sold.

Vanguard Capital Wealth Advisors first reported a position in VIG in Q4 2017 and held it in 12 quarters. The position peaked at $977K in Q4 2017. 1,688 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Vanguard Capital Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 1,303 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $211K.
Vanguard Capital Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 12 quarters.
Vanguard Capital Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $977K in Q4 2017.
1,688 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.