VitalStone Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

VitalStone Financial’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	$9.11K	Hold	46	–	–	0.01%	266
2024 Q2	$8.4K	Hold	46	–	–	0.01%	273
2024 Q1	$8K	Sell	46 -254	-85%	-$44.6K	0.01%	304
2023 Q4	$51K	Hold	300	–	–	0.04%	155
2023 Q3	$48K	Buy	300 +244	+436%	+$39.6K	0.04%	134
2023 Q2	$9K	Sell	56 -80	-59%	-$12.5K	0.01%	687
2023 Q1	$23K	Buy	136 +80	+143%	+$12.3K	0.02%	162
2022 Q4	$9K	Buy	+56	New	+$8.35K	0.01%	367

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 $17.8B AUM 24.16% 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

VitalStone Financial's VIG Position: Q3 2024 in Review

VitalStone Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2024 at 46 shares worth $9.11K. The position accounts for 0.01% of the portfolio, ranked #266.

VitalStone Financial first reported a position in VIG in Q4 2022 and has held it in 8 quarters since. The position peaked at $51K in Q4 2023. 2,102 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

VitalStone Financial held 46 shares of Vanguard Dividend Appreciation ETF worth $9.11K as of Q3 2024.
VitalStone Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2024.
Vanguard Dividend Appreciation ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #266 holding.
VitalStone Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Vanguard Dividend Appreciation ETF position peaked at $51K in Q4 2023.
2,102 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.