MFG
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Monte Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Monte Financial 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
Q2 		– Sell
-1,255
Closed -$204K – 85
2022
Q1 		$204K Buy
+1,255
New +$202K 0.11% 81

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Monte Financial Group's VIG Position: Q2 2022 in Review

Monte Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 1,255 shares — an estimated $204K sold.

Monte Financial Group first reported a position in VIG in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 1,689 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

  • Monte Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
  • Monte Financial Group sold 1,255 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $204K.
  • Monte Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 1 quarter.
  • Monte Financial Group's Vanguard Dividend Appreciation ETF position peaked at $204K in Q1 2022.
  • 1,689 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Monte Financial Group's 13F filing for Q2 2022, filed 20 Jul 2022.