WESPAC Advisors SoCal’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WESPAC Advisors SoCal’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	–	Sell	-2,297	Closed	-$356K	–	89
2021 Q2	$356K	Buy	+2,297	New	+$353K	0.12%	75
2019 Q2	–	Sell	-70	Closed	-$7K	–	298
2019 Q1	$7K	Buy	+70	New	+$7.38K	﹤0.01%	267
2018 Q4	–	Hold	0	–	–	–	327
2018 Q3	–	Hold	0	–	–	–	283
2018 Q2	–	Sell	-20	Closed	-$2K	–	244
2018 Q1	$2K	Hold	20	–	–	﹤0.01%	246
2017 Q4	$2K	Hold	20	–	–	﹤0.01%	234
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	260
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	236
2017 Q1	$1.8K	Hold	20	–	–	﹤0.01%	232
2016 Q4	$1.7K	Hold	20	–	–	﹤0.01%	239
2016 Q3	$1.68K	Sell	20 -80	-80%	-$6.78K	﹤0.01%	259
2016 Q2	$8.32K	Sell	100 -110	-52%	-$8.99K	0.01%	220
2016 Q1	$17.1K	Buy	210 +190	+950%	+$14.6K	0.01%	164
2015 Q4	$1K	Buy	+20	New	+$1.56K	﹤0.01%	248

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

WESPAC Advisors SoCal's VIG Position: Q3 2021 in Review

WESPAC Advisors SoCal sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2021, closing a stake of 2,297 shares — an estimated $356K sold.

WESPAC Advisors SoCal first reported a position in VIG in Q4 2015 and held it in 12 quarters. The position peaked at $356K in Q2 2021. 1,489 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

WESPAC Advisors SoCal reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
WESPAC Advisors SoCal sold 2,297 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $356K.
WESPAC Advisors SoCal first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and held it in 12 quarters.
WESPAC Advisors SoCal's Vanguard Dividend Appreciation ETF position peaked at $356K in Q2 2021.
1,489 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2021, filed 14 Oct 2021.