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

Monument 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
2023 Q2	–	Sell	-67,089	Closed	-$10.3M	–	175
2023 Q1	$10.3M	Sell	67,089 -59,932	-47%	-$9.18M	3.46%	5
2022 Q4	$19.3M	Buy	127,021 +11,310	+10%	+$1.69M	6.6%	2
2022 Q3	$15.6M	Buy	115,711 +67,119	+138%	+$9.99M	5.87%	2
2022 Q2	$6.97M	Sell	48,592 -80,981	-62%	-$12.3M	2.63%	4
2022 Q1	$21M	Buy	129,573 +51,904	+67%	+$8.37M	6.81%	2
2021 Q4	$13.3M	Buy	77,669 +731	+1%	+$120K	4.14%	3
2021 Q3	$11.8M	Buy	76,938 +37,921	+97%	+$6.04M	4.02%	5
2021 Q2	$6.04M	Sell	39,017 -31,826	-45%	-$4.88M	2.09%	7
2021 Q1	$10.4M	Buy	70,843 +59,178	+507%	+$8.42M	4.18%	4
2020 Q4	$1.65M	Sell	11,665 -14,362	-55%	-$1.95M	0.76%	64
2020 Q3	$3.35M	Buy	26,027 +16,586	+176%	+$2.09M	1.77%	7
2020 Q2	$1.11M	Buy	+9,441	New	+$1.07M	0.65%	65

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

Monument Capital Management's VIG Position: Q2 2023 in Review

Monument Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 67,089 shares — an estimated $10.3M sold.

Monument Capital Management first reported a position in VIG in Q2 2020 and held it in 12 quarters. The position peaked at $21M in Q1 2022. 1,793 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

Monument Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
Monument Capital Management sold 67,089 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $10.3M.
Monument Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 12 quarters.
Monument Capital Management's Vanguard Dividend Appreciation ETF position peaked at $21M in Q1 2022.
1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Monument Capital Management's 13F filing for Q2 2023, filed 18 Jul 2023.