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Walden Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Walden Wealth Partners’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
Q2 		$471K Hold
2,582
– – 0.26% 51
2024
Q1 		$460K Hold
2,582
– – 0.27% 52
2023
Q4 		$440K Buy
+2,582
New +$415K 0.28% 49

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Walden Wealth Partners's VIG Position: Q2 2024 in Review

Walden Wealth Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2024 at 2,582 shares worth $471K. The position accounts for 0.26% of the portfolio, ranked #51.

Walden Wealth Partners first reported a position in VIG in Q4 2023 and has held it in 3 quarters since. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

  • Walden Wealth Partners held 2,582 shares of Vanguard Dividend Appreciation ETF worth $471K as of Q2 2024.
  • Walden Wealth Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2024.
  • Vanguard Dividend Appreciation ETF made up 0.26% of Walden Wealth Partners's portfolio in Q2 2024, its #51 holding.
  • Walden Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.