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

Atlas Private Wealth 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 Q4	–	Sell	-357	Closed	-$55K	–	675
2021 Q3	$55K	Buy	357 +1	+0.3%	+$159	0.03%	225
2021 Q2	$55K	Buy	356 +9	+3%	+$1.38K	0.03%	222
2021 Q1	$51K	Buy	347 +1	+0.3%	+$142	0.03%	229
2020 Q4	$49K	Sell	346 -143	-29%	-$19.4K	0.03%	222
2020 Q3	$63K	Buy	489 +2	+0.4%	+$252	0.05%	181
2020 Q2	$57K	Buy	+487	New	+$55.4K	0.05%	190

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

Atlas Private Wealth Advisors's VIG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2021, closing a stake of 357 shares — an estimated $55K sold.

Atlas Private Wealth Advisors first reported a position in VIG in Q2 2020 and held it in 6 quarters. The position peaked at $63K in Q3 2020. 1,719 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 357 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $55K.
Atlas Private Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $63K in Q3 2020.
1,719 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.