Altavista Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Altavista Wealth 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
2021 Q4	$1.58M	Buy	9,230 +2	+0%	+$330	0.32%	60
2021 Q3	$1.42M	Buy	9,228 +1,078	+13%	+$172K	0.32%	63
2021 Q2	$1.26M	Sell	8,150 -153	-2%	-$23.5K	0.28%	70
2021 Q1	$1.22M	Buy	8,303 +632	+8%	+$89.9K	0.3%	69
2020 Q4	$1.08M	Buy	7,671 +120	+2%	+$16.3K	0.27%	67
2020 Q3	$972K	Sell	7,551 -499	-6%	-$62.8K	0.27%	66
2020 Q2	$943K	Buy	8,050 +758	+10%	+$86.3K	0.27%	66
2020 Q1	$754K	Buy	7,292 +292	+4%	+$34.8K	0.26%	69
2019 Q4	$873K	Sell	7,000 -77	-1%	-$9.32K	0.26%	73
2019 Q3	$846K	Buy	7,077 +464	+7%	+$54.7K	0.26%	76
2019 Q2	$762K	Sell	6,613 -98	-1%	-$11K	0.24%	80
2019 Q1	$736K	Buy	6,711 +366	+6%	+$38.6K	0.26%	85
2018 Q4	$621K	Sell	6,345 -1,940	-23%	-$202K	0.25%	86
2018 Q3	$917K	Buy	8,285 +416	+5%	+$44.7K	0.34%	73
2018 Q2	$800K	Buy	7,869 +260	+3%	+$26.5K	0.32%	78
2018 Q1	$769K	Buy	7,609 +2,502	+49%	+$259K	0.33%	79
2017 Q4	$521K	Buy	5,107 +852	+20%	+$83.9K	0.22%	87
2017 Q3	$403K	Buy	4,255 +560	+15%	+$52.2K	0.19%	90
2017 Q2	$342K	Buy	3,695 +145	+4%	+$13.3K	0.17%	92
2017 Q1	$319K	Buy	+3,550	New	+$315K	0.16%	98
2014 Q1	–	Sell	-2,680	Closed	-$202K	–	122
2013 Q4	$202K	Buy	+2,680	New	+$195K	0.12%	118
2013 Q3	–	Sell	-3,209	Closed	-$212K	–	117
2013 Q2	$212K	Buy	+3,209	New	+$215K	0.14%	110

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altavista Wealth Management's VIG Position: Q4 2021 in Review

Altavista Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q4 2021, buying an estimated $330 and bringing the position to 9,230 shares worth $1.58M. The position accounts for 0.32% of the portfolio, ranked #60.

Altavista Wealth Management first reported a position in VIG in Q2 2013 and has held it in 22 quarters since. 1,720 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

Altavista Wealth Management held 9,230 shares of Vanguard Dividend Appreciation ETF worth $1.58M as of Q4 2021.
Altavista Wealth Management bought 2 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $330.
Vanguard Dividend Appreciation ETF made up 0.32% of Altavista Wealth Management's portfolio in Q4 2021, its #60 holding.
Altavista Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 22 quarters since.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.