Wealthstreet Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-7,691	Closed	-$1.13M	–	317
2021 Q1	$1.13M	Buy	7,691 +400	+5%	+$56.9K	0.11%	157
2020 Q4	$1.03M	Hold	7,291	–	–	0.1%	165
2020 Q3	$938K	Hold	7,291	–	–	0.1%	156
2020 Q2	$854K	Hold	7,291	–	–	0.1%	156
2020 Q1	$754K	Sell	7,291 -500	-6%	-$59.7K	0.11%	148
2019 Q4	$971K	Sell	7,791 -1,700	-18%	-$206K	0.11%	156
2019 Q3	$1.14M	Hold	9,491	–	–	0.15%	126
2019 Q2	$1.09M	Hold	9,491	–	–	0.14%	137
2019 Q1	$1.04M	Hold	9,491	–	–	0.14%	140
2018 Q4	$971K	Buy	9,491 +105	+1%	+$10.9K	0.14%	139
2018 Q3	$1.04M	Sell	9,386 -105	-1%	-$11.3K	0.13%	149
2018 Q2	$964K	Sell	9,491 -195	-2%	-$19.9K	0.13%	154
2018 Q1	$979K	Hold	9,686	–	–	0.12%	155
2017 Q4	$988K	Buy	+9,686	New	+$954K	0.12%	157

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthstreet Investment Advisors's VIG Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2021, closing a stake of 7,691 shares — an estimated $1.13M sold.

Wealthstreet Investment Advisors first reported a position in VIG in Q4 2017 and held it in 14 quarters. The position peaked at $1.14M in Q3 2019. 1,479 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 7,691 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $1.13M.
Wealthstreet Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.14M in Q3 2019.
1,479 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.