Moss Adams Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Moss Adams Wealth Advisors’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
2024 Q3	–	Sell	-2,138	Closed	-$392K	–	221
2024 Q2	$392K	Buy	2,138 +421	+25%	+$75.8K	0.05%	102
2024 Q1	$314K	Hold	1,717	–	–	0.05%	106
2023 Q4	$293K	Buy	1,717 +4	+0.2%	+$644	0.06%	86
2023 Q3	$267K	Buy	1,713 +8	+0.5%	+$1.3K	0.09%	73
2023 Q2	$278K	Hold	1,705	–	–	0.09%	68
2023 Q1	$263K	Buy	1,705 +8	+0.5%	+$1.23K	0.09%	76
2022 Q4	$258K	Buy	+1,697	New	+$253K	0.13%	84

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

HWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Moss Adams Wealth Advisors's VIG Position: Q3 2024 in Review

Moss Adams Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 2,138 shares — an estimated $392K sold.

Moss Adams Wealth Advisors first reported a position in VIG in Q4 2022 and held it in 7 quarters. The position peaked at $392K in Q2 2024. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Moss Adams Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
Moss Adams Wealth Advisors sold 2,138 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $392K.
Moss Adams Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 7 quarters.
Moss Adams Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $392K in Q2 2024.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.