Wechter Feldman Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wechter Feldman Wealth Management’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	$23.2M	Sell	149,759 -716	-0.5%	-$110K	16.22%	3
2021 Q1	$22.1M	Buy	150,475 +3,454	+2%	+$491K	16.32%	3
2020 Q4	$20.8M	Sell	147,021 -3,624	-2%	-$491K	15.35%	3
2020 Q3	$19.4M	Buy	150,645 +2,601	+2%	+$327K	15.21%	3
2020 Q2	$17.3M	Buy	148,044 +129,613	+703%	+$14.8M	15.73%	3
2020 Q1	$1.91M	Sell	18,431 -72,283	-80%	-$8.63M	4.65%	5
2019 Q4	$11.3M	Sell	90,714 -3,341	-4%	-$404K	7.54%	5
2019 Q3	$11.2M	Sell	94,055 -2,040	-2%	-$241K	7.1%	6
2019 Q2	$11.1M	Sell	96,095 -1,833	-2%	-$206K	7.33%	6
2019 Q1	$10.7M	Sell	97,928 -1,754	-2%	-$185K	7.01%	6
2018 Q4	$9.76M	Sell	99,682 -2,380	-2%	-$248K	9.4%	5
2018 Q3	$11.3M	Sell	102,062 -2,106	-2%	-$226K	6.9%	5
2018 Q2	$10.6M	Sell	104,168 -2,127	-2%	-$217K	7.28%	7
2018 Q1	$10.7M	Sell	106,295 -5,644	-5%	-$585K	7.59%	6
2017 Q4	$11.4M	Sell	111,939 -897	-0.8%	-$88.3K	7.99%	5
2017 Q3	$10.7M	Sell	112,836 -1,441	-1%	-$134K	8.2%	5
2017 Q2	$10.6M	Buy	114,277 +2,886	+3%	+$265K	8.49%	5
2017 Q1	$10M	Sell	111,391 -2,622	-2%	-$232K	6.88%	6
2016 Q4	$9.71M	Buy	+114,013	New	+$9.59M	6.36%	7

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wechter Feldman Wealth Management's VIG Position: Q2 2021 in Review

Wechter Feldman Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q2 2021, selling an estimated $110K and leaving 149,759 shares worth $23.2M. The position accounts for 16.22% of the portfolio, ranked #3.

Wechter Feldman Wealth Management first reported a position in VIG in Q4 2016 and has held it in 19 quarters since. 1,478 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

Wechter Feldman Wealth Management held 149,759 shares of Vanguard Dividend Appreciation ETF worth $23.2M as of Q2 2021.
Wechter Feldman Wealth Management sold 716 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $110K.
Vanguard Dividend Appreciation ETF made up 16.22% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #3 holding.
Wechter Feldman Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 19 quarters since.
1,478 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.