Rice Partnership’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rice Partnership’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	–	Sell	-2,489	Closed	-$336K	–	125
2022 Q3	$336K	Buy	2,489 +80	+3%	+$11.9K	0.11%	73
2022 Q2	$346K	Hold	2,409	–	–	0.12%	73
2022 Q1	$391K	Hold	2,409	–	–	0.11%	75
2021 Q4	$414K	Hold	2,409	–	–	0.12%	70
2021 Q3	$370K	Hold	2,409	–	–	0.12%	69
2021 Q2	$373K	Buy	+2,409	New	+$370K	0.12%	74

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

Rice Partnership's VIG Position: Q4 2022 in Review

Rice Partnership sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 2,489 shares — an estimated $336K sold.

Rice Partnership first reported a position in VIG in Q2 2021 and held it in 6 quarters. The position peaked at $414K in Q4 2021. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Rice Partnership reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Rice Partnership sold 2,489 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $336K.
Rice Partnership first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and held it in 6 quarters.
Rice Partnership's Vanguard Dividend Appreciation ETF position peaked at $414K in Q4 2021.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Rice Partnership's 13F filing for Q4 2022, filed 26 Jan 2023.