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

Milestone 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
Q3 		$630K Hold
4,658
– – 0.7% 23
2022
Q2 		$668K Buy
4,658
+512
+12% +$77.9K 0.7% 21
2022
Q1 		$712K Hold
4,146
– – 0.58% 21
2021
Q4 		$712K Buy
+4,146
New +$683K 0.57% 21

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Milestone Wealth's VIG Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2022 at 4,658 shares worth $630K. The position accounts for 0.7% of the portfolio, ranked #23.

Milestone Wealth first reported a position in VIG in Q4 2021 and has held it in 4 quarters since. The position peaked at $712K in Q1 2022. 1,645 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

  • Milestone Wealth held 4,658 shares of Vanguard Dividend Appreciation ETF worth $630K as of Q3 2022.
  • Milestone Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2022.
  • Vanguard Dividend Appreciation ETF made up 0.7% of Milestone Wealth's portfolio in Q3 2022, its #23 holding.
  • Milestone Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Dividend Appreciation ETF position peaked at $712K in Q1 2022.
  • 1,645 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.