Resolute Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Resolute Financial’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	$1.25M	Buy	8,204 +139	+2%	+$20.7K	1.06%	25
2022 Q3	$1.09M	Buy	8,065 +73	+0.9%	+$10.9K	1.03%	24
2022 Q2	$1.15M	Sell	7,992 -195	-2%	-$29.7K	1%	25
2022 Q1	$1.33M	Buy	8,187 +50	+0.6%	+$8.07K	1.08%	19
2021 Q4	$1.4M	Buy	+8,137	New	+$1.34M	1.04%	20

Other funds holding VIG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Resolute Financial's VIG Position: Q4 2022 in Review

Resolute Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q4 2022, buying an estimated $20.7K and bringing the position to 8,204 shares worth $1.25M. The position accounts for 1.06% of the portfolio, ranked #25.

Resolute Financial first reported a position in VIG in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.4M in Q4 2021. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Resolute Financial held 8,204 shares of Vanguard Dividend Appreciation ETF worth $1.25M as of Q4 2022.
Resolute Financial bought 139 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $20.7K.
Vanguard Dividend Appreciation ETF made up 1.06% of Resolute Financial's portfolio in Q4 2022, its #25 holding.
Resolute Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's Vanguard Dividend Appreciation ETF position peaked at $1.4M in Q4 2021.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.