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West Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

West Wealth Group’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
Q2 		– Sell
-3,528
Closed -$543K – 80
2023
Q1 		$543K Sell
3,528
-39
-1% -$5.97K 0.25% 28
2022
Q4 		$542K Sell
3,567
-580
-14% -$86.4K 0.27% 30
2022
Q3 		$560K Sell
4,147
-1,058
-20% -$157K 0.28% 31
2022
Q2 		$746K Buy
5,205
+1,603
+45% +$244K 0.35% 31
2022
Q1 		$584K Buy
+3,602
New +$581K 0.23% 27

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

West Wealth Group's VIG Position: Q2 2023 in Review

West Wealth Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 3,528 shares — an estimated $543K sold.

West Wealth Group first reported a position in VIG in Q1 2022 and held it in 5 quarters. The position peaked at $746K in Q2 2022. 1,793 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

  • West Wealth Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
  • West Wealth Group sold 3,528 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $543K.
  • West Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 5 quarters.
  • West Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $746K in Q2 2022.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on West Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.