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

Wealth Quarterback’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 Q3	$42K	Sell	273 -11	-4%	-$1.75K	0.03%	267
2021 Q2	$44K	Buy	+284	New	+$43.6K	0.03%	245
2020 Q2	–	Sell	-759	Closed	-$74.2K	–	754
2020 Q1	$74.2K	Sell	759 -112,004	-99%	-$13.4M	0.07%	178
2019 Q4	$126K	Buy	+112,763	New	+$13.6M	0.11%	139

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Wealth Quarterback's VIG Position: Q3 2021 in Review

Wealth Quarterback reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.9% in Q3 2021, selling an estimated $1.75K and leaving 273 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #267.

Wealth Quarterback first reported a position in VIG in Q4 2019 and has held it in 4 quarters since. The position peaked at $126K in Q4 2019. 1,486 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Wealth Quarterback held 273 shares of Vanguard Dividend Appreciation ETF worth $42K as of Q3 2021.
Wealth Quarterback sold 11 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $1.75K.
Vanguard Dividend Appreciation ETF made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #267 holding.
Wealth Quarterback first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's Vanguard Dividend Appreciation ETF position peaked at $126K in Q4 2019.
1,486 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.