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YorkBridge Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$3.09M Buy
20,378
+385
+2% +$57.4K 0.79% 34
2022
Q3 		$2.7M Buy
19,993
+732
+4% +$109K 0.7% 36
2022
Q2 		$2.76M Buy
19,261
+341
+2% +$51.9K 0.72% 35
2022
Q1 		$3.07M Buy
18,920
+334
+2% +$53.9K 0.67% 36
2021
Q4 		$3.19M Buy
18,586
+950
+5% +$157K 0.72% 37
2021
Q3 		$2.71M Buy
17,636
+220
+1% +$35.1K 0.68% 43
2021
Q2 		$2.7M Sell
17,416
-324
-2% -$49.7K 0.7% 41
2021
Q1 		$2.61M Sell
17,740
-1,070
-6% -$152K 0.77% 35
2020
Q4 		$2.65M Sell
18,810
-190
-1% -$25.8K 0.89% 34
2020
Q3 		$2.44M Sell
19,000
-279
-1% -$35.1K 1.03% 28
2020
Q2 		$2.26M Sell
19,279
-1,316
-6% -$150K 1.03% 28
2020
Q1 		$2.13M Buy
20,595
+301
+1% +$35.9K 1.31% 21
2019
Q4 		$2.53M Buy
20,294
+1,693
+9% +$205K 1.16% 22
2019
Q3 		$2.22M Buy
18,601
+1
+0% +$118 1.12% 20
2019
Q2 		$2.14M Hold
18,600
– – 0.95% 23
2019
Q1 		$2.04M Buy
18,600
+1,315
+8% +$139K 0.94% 25
2018
Q4 		$1.69M Buy
17,285
+785
+5% +$81.9K 0.9% 27
2018
Q3 		$1.83M Sell
16,500
-100
-0.6% -$10.8K 0.84% 28
2018
Q2 		$1.69M Sell
16,600
-100
-0.6% -$10.2K 0.74% 32
2018
Q1 		$1.69M Sell
16,700
-205
-1% -$21.3K 0.78% 30
2017
Q4 		$1.7M Buy
16,905
+1,335
+9% +$131K 0.82% 26
2017
Q3 		$1.48M Buy
15,570
+585
+4% +$54.6K 0.77% 32
2017
Q2 		$1.39M Hold
14,985
– – 0.74% 33
2017
Q1 		$1.37M Buy
14,985
+650
+5% +$57.6K 0.72% 35
2016
Q4 		$1.22M Buy
+14,335
New +$1.21M 0.72% 34

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

YorkBridge Wealth Partners's VIG Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q4 2022, buying an estimated $57.4K and bringing the position to 20,378 shares worth $3.09M. The position accounts for 0.79% of the portfolio, ranked #34.

YorkBridge Wealth Partners first reported a position in VIG in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.19M in Q4 2021. 1,795 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

  • YorkBridge Wealth Partners held 20,378 shares of Vanguard Dividend Appreciation ETF worth $3.09M as of Q4 2022.
  • YorkBridge Wealth Partners bought 385 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $57.4K.
  • Vanguard Dividend Appreciation ETF made up 0.79% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #34 holding.
  • YorkBridge Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $3.19M in Q4 2021.
  • 1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.