Atlanta Financial Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Atlanta Financial Associates’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 Q1	$3.54M	Buy	25,088 +98	+0.4%	+$13.9K	1.66%	7
2020 Q4	$3.53M	Sell	24,990 -3,193	-11%	-$433K	1.65%	7
2020 Q3	$3.63M	Sell	28,183 -2,027	-7%	-$255K	1.86%	6
2020 Q2	$3.54M	Sell	30,210 -781	-3%	-$88.9K	1.97%	6
2020 Q1	$3.2M	Buy	+30,991	New	+$3.7M	2.53%	5

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

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

Atlanta Financial Associates's VIG Position: Q1 2021 in Review

Atlanta Financial Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.39% in Q1 2021, buying an estimated $13.9K and bringing the position to 25,088 shares worth $3.54M. The position accounts for 1.66% of the portfolio, ranked #7.

Atlanta Financial Associates first reported a position in VIG in Q1 2020 and has held it in 5 quarters since. The position peaked at $3.63M in Q3 2020. 1,440 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

Atlanta Financial Associates held 25,088 shares of Vanguard Dividend Appreciation ETF worth $3.54M as of Q1 2021.
Atlanta Financial Associates bought 98 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $13.9K.
Vanguard Dividend Appreciation ETF made up 1.66% of Atlanta Financial Associates's portfolio in Q1 2021, its #7 holding.
Atlanta Financial Associates first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 5 quarters since.
Atlanta Financial Associates's Vanguard Dividend Appreciation ETF position peaked at $3.63M in Q3 2020.
1,440 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.