Pinnacle Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pinnacle Private Wealth’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	$1.34M	Buy	9,353 +1,095	+13%	+$167K	0.53%	48
2022 Q1	$1.34M	Buy	8,258 +395	+5%	+$63.7K	0.42%	54
2021 Q4	$1.35M	Buy	+7,863	New	+$1.3M	0.42%	60

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pinnacle Private Wealth's VIG Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2022, buying an estimated $167K and bringing the position to 9,353 shares worth $1.34M. The position accounts for 0.53% of the portfolio, ranked #48.

Pinnacle Private Wealth first reported a position in VIG in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.35M in Q4 2021. 1,689 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Pinnacle Private Wealth held 9,353 shares of Vanguard Dividend Appreciation ETF worth $1.34M as of Q2 2022.
Pinnacle Private Wealth bought 1,095 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $167K.
Vanguard Dividend Appreciation ETF made up 0.53% of Pinnacle Private Wealth's portfolio in Q2 2022, its #48 holding.
Pinnacle Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $1.35M in Q4 2021.
1,689 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.