Milestone Advisory Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Milestone Advisory Partners’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
2023 Q2	–	Sell	-1,450	Closed	-$223K	–	72
2023 Q1	$223K	Hold	1,450	–	–	0.21%	64
2022 Q4	$220K	Buy	+1,450	New	+$216K	0.16%	68
2022 Q3	–	Sell	-1,450	Closed	-$210K	–	74
2022 Q2	$210K	Hold	1,450	–	–	0.17%	69
2022 Q1	$235K	Buy	+1,450	New	+$234K	0.13%	76

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Milestone Advisory Partners's VIG Position: Q2 2023 in Review

Milestone Advisory Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 1,450 shares — an estimated $223K sold.

Milestone Advisory Partners first reported a position in VIG in Q1 2022 and held it in 4 quarters. The position peaked at $235K in Q1 2022. 1,793 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

Milestone Advisory Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
Milestone Advisory Partners sold 1,450 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $223K.
Milestone Advisory Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 4 quarters.
Milestone Advisory Partners's Vanguard Dividend Appreciation ETF position peaked at $235K in Q1 2022.
1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Milestone Advisory Partners's 13F filing for Q2 2023, filed 13 Jul 2023.