Monetary Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Monetary Management Group’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 Q4	–	Sell	-100	Closed	-$14K	–	351
2022 Q3	$14K	Hold	100	–	–	﹤0.01%	324
2022 Q2	$14K	Hold	100	–	–	﹤0.01%	327
2022 Q1	$16K	Hold	100	–	–	﹤0.01%	330
2021 Q4	$17K	Buy	+100	New	+$16.5K	﹤0.01%	330

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Monetary Management Group's VIG Position: Q4 2022 in Review

Monetary Management Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 100 shares — an estimated $14K sold.

Monetary Management Group first reported a position in VIG in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 1,796 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Monetary Management Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Monetary Management Group sold 100 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $14K.
Monetary Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 4 quarters.
Monetary Management Group's Vanguard Dividend Appreciation ETF position peaked at $17K in Q4 2021.
1,796 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Monetary Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.