Kings Point Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kings Point Capital 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
2022 Q1	$731K	Sell	4,506 -43	-0.9%	-$6.94K	0.06%	116
2021 Q4	$781K	Sell	4,549 -33	-0.7%	-$5.44K	0.06%	123
2021 Q3	$704K	Sell	4,582 -10	-0.2%	-$1.59K	0.06%	123
2021 Q2	$711K	Hold	4,592	–	–	0.06%	127
2021 Q1	$675K	Sell	4,592 -6,600	-59%	-$939K	0.07%	123
2020 Q4	$1.58M	Buy	11,192 +168	+2%	+$22.8K	0.17%	88
2020 Q3	$1.42M	Buy	11,024 +34	+0.3%	+$4.28K	0.18%	86
2020 Q2	$1.29M	Sell	10,990 -127	-1%	-$14.5K	0.19%	81
2020 Q1	$1.15M	Buy	11,117 +529	+5%	+$63.1K	0.2%	82
2019 Q4	$1.32M	Buy	10,588 +1,400	+15%	+$169K	0.19%	85
2019 Q3	$1.1M	Buy	9,188 +359	+4%	+$42.3K	0.19%	87
2019 Q2	$1.02M	Buy	8,829 +2,342	+36%	+$263K	0.19%	87
2019 Q1	$711K	Buy	+6,487	New	+$684K	0.14%	89
2018 Q4	–	Sell	-2,380	Closed	-$263K	–	371
2018 Q3	$263K	Buy	+2,380	New	+$256K	0.05%	136
2015 Q2	–	Sell	-185	Closed	-$15K	–	372
2015 Q1	$15K	Buy	+185	New	+$15K	﹤0.01%	330

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

Kings Point Capital Management's VIG Position: Q1 2022 in Review

Kings Point Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.95% in Q1 2022, selling an estimated $6.94K and leaving 4,506 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #116.

Kings Point Capital Management first reported a position in VIG in Q1 2015 and has held it in 15 quarters since. The position peaked at $1.58M in Q4 2020. 1,720 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

Kings Point Capital Management held 4,506 shares of Vanguard Dividend Appreciation ETF worth $731K as of Q1 2022.
Kings Point Capital Management sold 43 Vanguard Dividend Appreciation ETF shares in Q1 2022, an estimated $6.94K.
Vanguard Dividend Appreciation ETF made up 0.06% of Kings Point Capital Management's portfolio in Q1 2022, its #116 holding.
Kings Point Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 15 quarters since.
Kings Point Capital Management's Vanguard Dividend Appreciation ETF position peaked at $1.58M in Q4 2020.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.