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

RGT 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
2022 Q3	$1.15M	Sell	8,474 -3,458	-29%	-$515K	0.18%	26
2022 Q2	$1.71M	Buy	11,932 +10,648	+829%	+$1.62M	0.29%	24
2022 Q1	$208K	Hold	1,284	–	–	0.03%	76
2021 Q4	$221K	Sell	1,284 -1,670	-57%	-$275K	0.03%	85
2021 Q3	$454K	Sell	2,954 -264	-8%	-$42.1K	0.09%	30
2021 Q2	$498K	Sell	3,218 -1,000	-24%	-$153K	0.09%	28
2021 Q1	$620K	Hold	4,218	–	–	0.12%	21
2020 Q4	$595K	Buy	+4,218	New	+$572K	0.12%	23

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RGT Wealth Advisors's VIG Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 29% in Q3 2022, selling an estimated $515K and leaving 8,474 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #26.

RGT Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.71M in Q2 2022. 1,644 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

RGT Wealth Advisors held 8,474 shares of Vanguard Dividend Appreciation ETF worth $1.15M as of Q3 2022.
RGT Wealth Advisors sold 3,458 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $515K.
Vanguard Dividend Appreciation ETF made up 0.18% of RGT Wealth Advisors's portfolio in Q3 2022, its #26 holding.
RGT Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 8 quarters since.
RGT Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.71M in Q2 2022.
1,644 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.