Altus Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Altus Wealth Group’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
2024 Q2	–	Sell	-1,189	Closed	-$217K	–	148
2024 Q1	$217K	Hold	1,189	–	–	0.11%	126
2023 Q4	$203K	Sell	1,189 -1,036	-47%	-$167K	0.11%	134
2023 Q3	$346K	Hold	2,225	–	–	0.22%	94
2023 Q2	$361K	Buy	2,225 +40	+2%	+$6.26K	0.22%	99
2023 Q1	$337K	Sell	2,185 -115	-5%	-$17.6K	0.23%	101
2022 Q4	$349K	Buy	2,300 +507	+28%	+$75.6K	0.27%	90
2022 Q3	$275K	Hold	1,793	–	–	0.27%	87
2022 Q2	$275K	Sell	1,793 -455	-20%	-$69.3K	0.27%	87
2022 Q1	$365K	Buy	2,248 +50	+2%	+$8.07K	0.3%	72
2021 Q4	$378K	Buy	2,198 +405	+23%	+$66.8K	0.31%	75
2021 Q3	$275K	Hold	1,793	–	–	0.27%	87
2021 Q2	$278K	Hold	1,793	–	–	0.27%	84
2021 Q1	$277K	Buy	1,793 +35	+2%	+$4.98K	0.28%	81
2020 Q4	$248K	Buy	+1,758	New	+$238K	0.24%	85

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Altus Wealth Group's VIG Position: Q2 2024 in Review

Altus Wealth Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2024, closing a stake of 1,189 shares — an estimated $217K sold.

Altus Wealth Group first reported a position in VIG in Q4 2020 and held it in 14 quarters. The position peaked at $378K in Q4 2021. 2,056 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

Altus Wealth Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
Altus Wealth Group sold 1,189 Vanguard Dividend Appreciation ETF shares in Q2 2024, an estimated $217K.
Altus Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 14 quarters.
Altus Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $378K in Q4 2021.
2,056 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Altus Wealth Group's 13F filing for Q2 2024, filed 5 Aug 2024.