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Watson Rebecca’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Watson Rebecca’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
2020
Q3 		$2.25M Sell
17,481
-13
-0.1% -$1.64K 1.33% 17
2020
Q2 		$2.05M Sell
17,494
-3,377
-16% -$384K 1.23% 19
2020
Q1 		$2.32M Sell
20,871
-22,441
-52% -$2.68M 1.61% 14
2019
Q4 		$5.4M Buy
+43,312
New +$5.24M 3.28% 5

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Watson Rebecca's VIG Position: Q3 2020 in Review

Watson Rebecca reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q3 2020, selling an estimated $1.64K and leaving 17,481 shares worth $2.25M. The position accounts for 1.33% of the portfolio, ranked #17.

Watson Rebecca first reported a position in VIG in Q4 2019 and has held it in 4 quarters since. The position peaked at $5.4M in Q4 2019. 1,247 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

  • Watson Rebecca held 17,481 shares of Vanguard Dividend Appreciation ETF worth $2.25M as of Q3 2020.
  • Watson Rebecca sold 13 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $1.64K.
  • Vanguard Dividend Appreciation ETF made up 1.33% of Watson Rebecca's portfolio in Q3 2020, its #17 holding.
  • Watson Rebecca first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's Vanguard Dividend Appreciation ETF position peaked at $5.4M in Q4 2019.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.