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

Redmont 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
2023 Q1	–	Sell	-3,435	Closed	-$522K	–	111
2022 Q4	$522K	Hold	3,435	–	–	0.61%	45
2022 Q3	$464K	Hold	3,435	–	–	0.6%	43
2022 Q2	$493K	Hold	3,435	–	–	0.6%	41
2022 Q1	$557K	Hold	3,435	–	–	0.59%	43
2021 Q4	$590K	Buy	+3,435	New	+$566K	0.63%	40

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Redmont Wealth Advisors's VIG Position: Q1 2023 in Review

Redmont Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 3,435 shares — an estimated $522K sold.

Redmont Wealth Advisors first reported a position in VIG in Q4 2021 and held it in 5 quarters. The position peaked at $590K in Q4 2021. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Redmont Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
Redmont Wealth Advisors sold 3,435 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $522K.
Redmont Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 5 quarters.
Redmont Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $590K in Q4 2021.
1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Redmont Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.