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

Neumann 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
2022 Q4	–	Sell	-1,636	Closed	-$221K	–	91
2022 Q3	$221K	Hold	1,636	–	–	0.11%	85
2022 Q2	$235K	Sell	1,636 -136	-8%	-$20.7K	0.12%	77
2022 Q1	$287K	Hold	1,772	–	–	0.12%	80
2021 Q4	$304K	Hold	1,772	–	–	0.12%	79
2021 Q3	$272K	Hold	1,772	–	–	0.12%	77
2021 Q2	$274K	Hold	1,772	–	–	0.12%	76
2021 Q1	$261K	Sell	1,772 -358	-17%	-$50.9K	0.12%	72
2020 Q4	$301K	Buy	2,130 +494	+30%	+$66.9K	0.15%	67
2020 Q3	$211K	Buy	+1,636	New	+$206K	0.12%	73

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

Neumann Capital Management's VIG Position: Q4 2022 in Review

Neumann Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 1,636 shares — an estimated $221K sold.

Neumann Capital Management first reported a position in VIG in Q3 2020 and held it in 9 quarters. The position peaked at $304K in Q4 2021. 1,796 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Neumann Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Neumann Capital Management sold 1,636 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $221K.
Neumann Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 9 quarters.
Neumann Capital Management's Vanguard Dividend Appreciation ETF position peaked at $304K in Q4 2021.
1,796 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Neumann Capital Management's 13F filing for Q4 2022, filed 6 Feb 2023.