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Weybosset Research & Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Weybosset Research & 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
2023
Q2 		– Sell
-1,300
Closed -$200K – 60
2023
Q1 		$200K Buy
+1,300
New +$199K 0.08% 58

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

Weybosset Research & Management's VIG Position: Q2 2023 in Review

Weybosset Research & Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 1,300 shares — an estimated $200K sold.

Weybosset Research & Management first reported a position in VIG in Q1 2023 and held it in 1 quarter. The position peaked at $200K in Q1 2023. 1,793 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

  • Weybosset Research & Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
  • Weybosset Research & Management sold 1,300 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $200K.
  • Weybosset Research & Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 1 quarter.
  • Weybosset Research & Management's Vanguard Dividend Appreciation ETF position peaked at $200K in Q1 2023.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Weybosset Research & Management's 13F filing for Q2 2023, filed 12 Jul 2023.