Resource Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Resource Management’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
2021 Q4	$574K	Buy	3,339 +7	+0.2%	+$1.15K	0.06%	95
2021 Q3	$512K	Buy	3,332 +8	+0.2%	+$1.27K	0.06%	103
2021 Q2	$515K	Sell	3,324 -2,104	-39%	-$323K	0.06%	102
2021 Q1	$798K	Sell	5,428 -399	-7%	-$56.8K	0.1%	76
2020 Q4	$823K	Buy	5,827 +251	+5%	+$34K	0.11%	69
2020 Q3	$717K	Buy	5,576 +9	+0.2%	+$1.13K	0.12%	64
2020 Q2	$652K	Buy	5,567 +7	+0.1%	+$797	0.11%	62
2020 Q1	$575K	Hold	5,560	–	–	0.12%	61
2019 Q4	$693K	Buy	5,560 +8	+0.1%	+$968	0.11%	64
2019 Q3	$663K	Buy	5,552 +7	+0.1%	+$826	0.12%	64
2019 Q2	$639K	Buy	5,545 +14	+0.3%	+$1.57K	0.11%	70
2019 Q1	$606K	Buy	5,531 +2,565	+86%	+$270K	0.11%	73
2018 Q4	$290K	Hold	2,966	–	–	0.06%	100
2018 Q3	$328K	Sell	2,966 -5	-0.2%	-$537	0.06%	102
2018 Q2	$301K	Buy	2,971 +5	+0.2%	+$510	0.06%	97
2018 Q1	$300K	Hold	2,966	–	–	0.06%	95
2017 Q4	$300K	Buy	+2,966	New	+$292K	0.06%	97

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Resource Management's VIG Position: Q4 2021 in Review

Resource Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.21% in Q4 2021, buying an estimated $1.15K and bringing the position to 3,339 shares worth $574K. The position accounts for 0.06% of the portfolio, ranked #95.

Resource Management first reported a position in VIG in Q4 2017 and has held it in 17 quarters since. The position peaked at $823K in Q4 2020. 1,720 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

Resource Management held 3,339 shares of Vanguard Dividend Appreciation ETF worth $574K as of Q4 2021.
Resource Management bought 7 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $1.15K.
Vanguard Dividend Appreciation ETF made up 0.06% of Resource Management's portfolio in Q4 2021, its #95 holding.
Resource Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 17 quarters since.
Resource Management's Vanguard Dividend Appreciation ETF position peaked at $823K in Q4 2020.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.