Allegiant Private Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Allegiant Private Advisors’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	$704K	Hold	4,546	–	–	0.11%	90
2021 Q1	$669K	Sell	4,546 -13	-0.3%	-$1.85K	0.12%	87
2020 Q4	$644K	Buy	+4,559	New	+$618K	0.13%	84

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

Allegiant Private Advisors's VIG Position: Q2 2021 in Review

Allegiant Private Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2021 at 4,546 shares worth $704K. The position accounts for 0.11% of the portfolio, ranked #90.

Allegiant Private Advisors first reported a position in VIG in Q4 2020 and has held it in 3 quarters since. 1,477 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

Allegiant Private Advisors held 4,546 shares of Vanguard Dividend Appreciation ETF worth $704K as of Q2 2021.
Allegiant Private Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2021.
Vanguard Dividend Appreciation ETF made up 0.11% of Allegiant Private Advisors's portfolio in Q2 2021, its #90 holding.
Allegiant Private Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 3 quarters since.
1,477 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.