RFA
VIG icon

Register Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Register Financial 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
-354
Closed -$64.7K – 678
2024
Q2 		$64.7K Hold
354
– – 0.03% 320
2024
Q1 		$64.7K Buy
+354
New +$62.2K 0.03% 317
2023
Q4 		– Sell
-388
Closed -$60.3K – 603
2023
Q3 		$60.3K Buy
+388
New +$62.9K 0.04% 244

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Register Financial Advisors's VIG Position: Q3 2024 in Review

Register Financial Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2024, closing a stake of 354 shares — an estimated $64.7K sold.

Register Financial Advisors first reported a position in VIG in Q3 2023 and held it in 3 quarters. The position peaked at $64.7K in Q1 2024. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • Register Financial Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 354 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $64.7K.
  • Register Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 3 quarters.
  • Register Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $64.7K in Q1 2024.
  • 2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.