FirstPurpose Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

FirstPurpose Wealth’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	$1.06M	Buy	5,956 +1,626	+38%	+$286K	0.38%	44
2023 Q4	$738K	Buy	4,330 +502	+13%	+$80.8K	0.28%	66
2023 Q3	$595K	Sell	3,828 -316	-8%	-$51.2K	0.26%	72
2023 Q2	$673K	Buy	4,144 +855	+26%	+$134K	0.29%	61
2023 Q1	$507K	Buy	3,289 +196	+6%	+$30K	0.25%	78
2022 Q4	$470K	Buy	3,093 +37	+1%	+$5.51K	0.26%	73
2022 Q3	$413K	Buy	3,056 +434	+17%	+$64.6K	0.27%	68
2022 Q2	$376K	Sell	2,622 -1,484	-36%	-$226K	0.25%	73
2022 Q1	$666K	Buy	4,106 +922	+29%	+$149K	0.52%	45
2021 Q4	$547K	Buy	+3,184	New	+$525K	0.34%	55

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

FirstPurpose Wealth's VIG Position: Q1 2024 in Review

FirstPurpose Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 38% in Q1 2024, buying an estimated $286K and bringing the position to 5,956 shares worth $1.06M. The position accounts for 0.38% of the portfolio, ranked #44.

FirstPurpose Wealth first reported a position in VIG in Q4 2021 and has held it in 10 quarters since. 2,039 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

FirstPurpose Wealth held 5,956 shares of Vanguard Dividend Appreciation ETF worth $1.06M as of Q1 2024.
FirstPurpose Wealth bought 1,626 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $286K.
Vanguard Dividend Appreciation ETF made up 0.38% of FirstPurpose Wealth's portfolio in Q1 2024, its #44 holding.
FirstPurpose Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 10 quarters since.
2,039 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.