Vivid Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vivid Financial Management’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
2021 Q4	$588K	Hold	3,421	–	–	0.22%	55
2021 Q3	$525K	Sell	3,421 -61	-2%	-$9.72K	0.22%	56
2021 Q2	$539K	Hold	3,482	–	–	0.22%	60
2021 Q1	$512K	Hold	3,482	–	–	0.24%	60
2020 Q4	$492K	Hold	3,482	–	–	0.24%	67
2020 Q3	$448K	Sell	3,482 -20	-0.6%	-$2.52K	0.28%	55
2020 Q2	$410K	Sell	3,502 -400	-10%	-$45.5K	0.26%	47
2020 Q1	$403K	Hold	3,902	–	–	0.53%	44
2019 Q4	$502K	Buy	+3,902	New	+$472K	0.54%	45

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Vivid Financial Management's VIG Position: Q4 2021 in Review

Vivid Financial Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2021 at 3,421 shares worth $588K. The position accounts for 0.22% of the portfolio, ranked #55.

Vivid Financial Management first reported a position in VIG in Q4 2019 and has held it in 9 quarters since. 1,719 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

Vivid Financial Management held 3,421 shares of Vanguard Dividend Appreciation ETF worth $588K as of Q4 2021.
Vivid Financial Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2021.
Vanguard Dividend Appreciation ETF made up 0.22% of Vivid Financial Management's portfolio in Q4 2021, its #55 holding.
Vivid Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 9 quarters since.
1,719 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.