VisionPoint Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

VisionPoint Advisory Group’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	-265	Closed	-$48.4K	–	763
2024 Q2	$48.4K	Buy	265 +40	+18%	+$7.2K	0.02%	272
2024 Q1	$41.1K	Sell	225 -1	-0.4%	-$176	0.01%	289
2023 Q4	$38.4K	Buy	+226	New	+$36.4K	0.01%	281
2023 Q3	–	Sell	-267	Closed	-$43.4K	–	831
2023 Q2	$43.4K	Buy	+267	New	+$41.8K	0.02%	224
2021 Q2	–	Sell	-9,373	Closed	-$1.38M	–	117
2021 Q1	$1.38M	Sell	9,373 -406	-4%	-$57.8K	0.66%	50
2020 Q4	$1.38M	Sell	9,779 -1,518	-13%	-$206K	0.7%	39
2020 Q3	$1.45M	Buy	11,297 +700	+7%	+$88.1K	0.63%	33
2020 Q2	$1.3M	Buy	10,597 +3,876	+58%	+$441K	0.53%	33
2020 Q1	$695K	Sell	6,721 -235	-3%	-$28K	0.33%	44
2019 Q4	$867K	Sell	6,956 -310	-4%	-$37.5K	0.36%	51
2019 Q3	$861K	Buy	7,266 +634	+10%	+$74.8K	0.24%	52
2019 Q2	$764K	Sell	6,632 -634	-9%	-$71.1K	0.22%	54
2019 Q1	$797K	Buy	7,266 +2,000	+38%	+$211K	0.22%	57
2018 Q4	$516K	Buy	+5,266	New	+$549K	0.17%	62

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

VisionPoint Advisory Group's VIG Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 265 shares — an estimated $48.4K sold.

VisionPoint Advisory Group first reported a position in VIG in Q4 2018 and held it in 14 quarters. The position peaked at $1.45M in Q3 2020. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

VisionPoint Advisory Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 265 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $48.4K.
VisionPoint Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 14 quarters.
VisionPoint Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $1.45M in Q3 2020.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.