Crestone Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Crestone Asset 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 Q2	–	Sell	-1,168	Closed	-$213K	–	86
2024 Q1	$213K	Buy	+1,168	New	+$205K	0.04%	95
2023 Q2	–	Sell	-1,354	Closed	-$209K	–	81
2023 Q1	$209K	Buy	+1,354	New	+$207K	0.04%	74
2018 Q2	–	Sell	-6,724	Closed	-$679K	–	47
2018 Q1	$679K	Hold	6,724	–	–	0.31%	32
2017 Q4	$686K	Sell	6,724 -1,976	-23%	-$195K	0.34%	32
2017 Q3	$825K	Hold	8,700	–	–	0.39%	27
2017 Q2	$806K	Sell	8,700 -2,235	-20%	-$205K	0.37%	25
2017 Q1	$983K	Hold	10,935	–	–	0.44%	22
2016 Q4	$931K	Buy	+10,935	New	+$919K	0.48%	20

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 $15.5B AUM 18.35% 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

Crestone Asset Management's VIG Position: Q2 2024 in Review

Crestone Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2024, closing a stake of 1,168 shares — an estimated $213K sold.

Crestone Asset Management first reported a position in VIG in Q4 2016 and held it in 8 quarters. The position peaked at $983K in Q1 2017. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

Crestone Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 1,168 Vanguard Dividend Appreciation ETF shares in Q2 2024, an estimated $213K.
Crestone Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 8 quarters.
Crestone Asset Management's Vanguard Dividend Appreciation ETF position peaked at $983K in Q1 2017.
2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.