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

IronBridge Private 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
2022 Q1	–	Sell	-739	Closed	-$127K	–	288
2021 Q4	$127K	Hold	739	–	–	0.07%	45
2021 Q3	$114K	Hold	739	–	–	0.06%	42
2021 Q2	$114K	Hold	739	–	–	0.07%	44
2021 Q1	$109K	Hold	739	–	–	0.07%	44
2020 Q4	$104K	Buy	+739	New	+$100K	0.08%	42

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

IronBridge Private Wealth's VIG Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2022, closing a stake of 739 shares — an estimated $127K sold.

IronBridge Private Wealth first reported a position in VIG in Q4 2020 and held it in 5 quarters. The position peaked at $127K in Q4 2021. 1,720 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

IronBridge Private Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 739 Vanguard Dividend Appreciation ETF shares in Q1 2022, an estimated $127K.
IronBridge Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $127K in Q4 2021.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.