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

Beam 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	-5,590	Closed	-$859K	–	144
2021 Q3	$859K	Sell	5,590 -634	-10%	-$101K	0.74%	43
2021 Q2	$963K	Hold	6,224	–	–	0.83%	39
2021 Q1	$915K	Buy	6,224 +1,565	+34%	+$223K	0.82%	43
2020 Q4	$658K	Buy	4,659 +1,265	+37%	+$171K	0.62%	56
2020 Q3	$437K	Sell	3,394 -89	-3%	-$11.2K	0.41%	75
2020 Q2	$415K	Buy	+3,483	New	+$396K	0.42%	75

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

Beam Wealth Advisors's VIG Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2021, closing a stake of 5,590 shares — an estimated $859K sold.

Beam Wealth Advisors first reported a position in VIG in Q2 2020 and held it in 6 quarters. The position peaked at $963K in Q2 2021. 1,719 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

Beam Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 5,590 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $859K.
Beam Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 6 quarters.
Beam Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $963K in Q2 2021.
1,719 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.