Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealth Advisors’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
2023 Q3	$6.56M	Sell	42,200 -1,113	-3%	-$180K	2.94%	10
2023 Q2	$7.03M	Sell	43,313 -4,895	-10%	-$767K	3%	10
2023 Q1	$7.47M	Buy	48,208 +957	+2%	+$147K	3.55%	9
2022 Q4	$7.18M	Sell	47,251 -9,947	-17%	-$1.48M	3.81%	9
2022 Q3	$7.73M	Buy	57,198 +272	+0.5%	+$40.5K	3.94%	8
2022 Q2	$8.17M	Buy	56,926 +1,484	+3%	+$226K	3.96%	8
2022 Q1	$8.99M	Buy	55,442 +1,131	+2%	+$182K	3.25%	10
2021 Q4	$9.33M	Sell	54,311 -1,345	-2%	-$222K	3.24%	10
2021 Q3	$8.56M	Sell	55,656 -544	-1%	-$86.7K	3.34%	9
2021 Q2	$8.91M	Buy	56,200 +1,297	+2%	+$199K	3.24%	10
2021 Q1	$8.34M	Buy	54,903 +2,302	+4%	+$327K	3.32%	9
2020 Q4	$7.43M	Buy	52,601 +6,574	+14%	+$891K	3.27%	8
2020 Q3	$6.08M	Buy	46,027 +3,192	+7%	+$402K	2.84%	9
2020 Q2	$5.1M	Buy	42,835 +5,570	+15%	+$634K	2.71%	10
2020 Q1	$4.15M	Buy	37,265 +24,863	+200%	+$2.97M	2.74%	11
2019 Q4	$1.62M	Buy	+12,402	New	+$1.5M	0.92%	20

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Advisors's VIG Position: Q3 2023 in Review

Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q3 2023, selling an estimated $180K and leaving 42,200 shares worth $6.56M. The position accounts for 2.94% of the portfolio, ranked #10.

Wealth Advisors first reported a position in VIG in Q4 2019 and has held it in 16 quarters since. The position peaked at $9.33M in Q4 2021. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

Wealth Advisors held 42,200 shares of Vanguard Dividend Appreciation ETF worth $6.56M as of Q3 2023.
Wealth Advisors sold 1,113 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $180K.
Vanguard Dividend Appreciation ETF made up 2.94% of Wealth Advisors's portfolio in Q3 2023, its #10 holding.
Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $9.33M in Q4 2021.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.