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

Altium 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
2022 Q2	$556K	Sell	3,878 -980	-20%	-$149K	0.04%	220
2022 Q1	$788K	Sell	4,858 -963	-17%	-$155K	0.05%	188
2021 Q4	$1M	Sell	5,821 -302	-5%	-$49.8K	0.06%	152
2021 Q3	$940K	Sell	6,123 -12	-0.2%	-$1.91K	0.07%	144
2021 Q2	$950K	Sell	6,135 -114	-2%	-$17.5K	0.07%	136
2021 Q1	$919K	Sell	6,249 -951	-13%	-$135K	0.07%	119
2020 Q4	$1.02M	Buy	7,200 +3,577	+99%	+$485K	0.09%	106
2020 Q3	$466K	Sell	3,623 -61	-2%	-$7.67K	0.05%	183
2020 Q2	$432K	Buy	3,684 +64	+2%	+$7.29K	0.05%	201
2020 Q1	$374K	Sell	3,620 -1,348	-27%	-$161K	0.05%	174
2019 Q4	$619K	Buy	4,968 +229	+5%	+$27.7K	0.07%	149
2019 Q3	$567K	Sell	4,739 -3,405	-42%	-$402K	0.08%	146
2019 Q2	$938K	Sell	8,144 -490	-6%	-$55K	0.14%	92
2019 Q1	$947K	Sell	8,634 -146	-2%	-$15.4K	0.15%	85
2018 Q4	$860K	Buy	8,780 +2,448	+39%	+$255K	0.16%	84
2018 Q3	$701K	Sell	6,332 -1,069	-14%	-$115K	0.13%	116
2018 Q2	$752K	Sell	7,401 -82	-1%	-$8.36K	0.2%	85
2018 Q1	$756K	Sell	7,483 -15	-0.2%	-$1.55K	0.3%	54
2017 Q4	$765K	Buy	+7,498	New	+$738K	0.35%	53

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Altium Wealth Management's VIG Position: Q2 2022 in Review

Altium Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 20% in Q2 2022, selling an estimated $149K and leaving 3,878 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #220.

Altium Wealth Management first reported a position in VIG in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.02M in Q4 2020. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Altium Wealth Management held 3,878 shares of Vanguard Dividend Appreciation ETF worth $556K as of Q2 2022.
Altium Wealth Management sold 980 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $149K.
Vanguard Dividend Appreciation ETF made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #220 holding.
Altium Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.02M in Q4 2020.
1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.