Resource Consulting Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Resource Consulting Group’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 Q4	$212K	Buy	+1,242	New	+$200K	0.04%	67
2023 Q3	–	Sell	-1,242	Closed	-$202K	–	67
2023 Q2	$202K	Buy	+1,242	New	+$194K	0.04%	66
2022 Q2	–	Sell	-1,252	Closed	-$203K	–	80
2022 Q1	$203K	Buy	+1,252	New	+$202K	0.07%	81

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resource Consulting Group's VIG Position: Q4 2023 in Review

Resource Consulting Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2023: 1,242 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #67 among its holdings. This is a return to the name: Resource Consulting Group previously reported a position in VIG as recently as Q2 2023.

Resource Consulting Group first reported a position in VIG in Q1 2022 and has held it in 3 quarters since. 2,021 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

Resource Consulting Group held 1,242 shares of Vanguard Dividend Appreciation ETF worth $212K as of Q4 2023.
Vanguard Dividend Appreciation ETF was a new Resource Consulting Group position in Q4 2023.
Vanguard Dividend Appreciation ETF made up 0.04% of Resource Consulting Group's portfolio in Q4 2023, its #67 holding.
Resource Consulting Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 3 quarters since.
2,021 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.