First National Bank of South Miami’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

First National Bank of South Miami’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	-475	Closed	-$73K	–	380
2021 Q3	$73K	Buy	+475	New	+$75.7K	0.05%	183

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 $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

First National Bank of South Miami's VIG Position: Q4 2021 in Review

First National Bank of South Miami sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2021, closing a stake of 475 shares — an estimated $73K sold.

First National Bank of South Miami first reported a position in VIG in Q3 2021 and held it in 1 quarter. The position peaked at $73K in Q3 2021. 1,720 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

First National Bank of South Miami reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
First National Bank of South Miami sold 475 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $73K.
First National Bank of South Miami first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and held it in 1 quarter.
First National Bank of South Miami's Vanguard Dividend Appreciation ETF position peaked at $73K in Q3 2021.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on First National Bank of South Miami's 13F filing for Q4 2021, filed 18 Jan 2022.