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

Atlas Private 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
2024 Q1	$1.1M	Sell	6,018 -29	-0.5%	-$5.09K	0.46%	69
2023 Q4	$1.03M	Buy	6,047 +2	+0%	+$322	0.48%	67
2023 Q3	$939K	Buy	6,045 +22	+0.4%	+$3.57K	0.5%	69
2023 Q2	$978K	Sell	6,023 -48	-0.8%	-$7.52K	0.52%	66
2023 Q1	$935K	Buy	6,071 +2	+0%	+$306	0.56%	62
2022 Q4	$922K	Buy	6,069 +1	+0%	+$149	0.43%	57
2022 Q3	$820K	Sell	6,068 -6	-0.1%	-$893	0.59%	54
2022 Q2	$871K	Buy	6,074 +1	+0%	+$152	0.59%	55
2022 Q1	$985K	Buy	6,073 +49	+0.8%	+$7.91K	0.57%	57
2021 Q4	$1.03M	Buy	6,024 +1	+0%	+$165	0.58%	54
2021 Q3	$925K	Sell	6,023 -520	-8%	-$82.9K	0.57%	57
2021 Q2	$1.01M	Sell	6,543 -127	-2%	-$19.5K	0.63%	51
2021 Q1	$981K	Sell	6,670 -7,469	-53%	-$1.06M	0.63%	48
2020 Q4	$2M	Sell	14,139 -1,778	-11%	-$241K	1.42%	20
2020 Q3	$2.05M	Sell	15,917 -21	-0.1%	-$2.64K	1.6%	15
2020 Q2	$1.87M	Sell	15,938 -1,521	-9%	-$173K	1.5%	16
2020 Q1	$1.8M	Sell	17,459 -323	-2%	-$38.5K	1.67%	13
2019 Q4	$2.22M	Buy	+17,782	New	+$2.15M	1.7%	13

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

Atlas Private Wealth Management's VIG Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q1 2024, selling an estimated $5.09K and leaving 6,018 shares worth $1.1M. The position accounts for 0.46% of the portfolio, ranked #69.

Atlas Private Wealth Management first reported a position in VIG in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.22M in Q4 2019. 2,039 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Atlas Private Wealth Management held 6,018 shares of Vanguard Dividend Appreciation ETF worth $1.1M as of Q1 2024.
Atlas Private Wealth Management sold 29 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $5.09K.
Vanguard Dividend Appreciation ETF made up 0.46% of Atlas Private Wealth Management's portfolio in Q1 2024, its #69 holding.
Atlas Private Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 18 quarters since.
Atlas Private Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.22M in Q4 2019.
2,039 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.