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Riggs Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Riggs Asset 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
2024
Q1 		– Sell
-5
Closed -$852 – 695
2023
Q4 		$852 Hold
5
– – ﹤0.01% 364
2023
Q3 		$777 Buy
+5
New +$811 ﹤0.01% 375
2023
Q1 		– Sell
-64
Closed -$9.72K – 386
2022
Q4 		$9.72K Hold
64
– – ﹤0.01% 214
2022
Q3 		$9K Sell
64
-88
-58% -$13.1K ﹤0.01% 223
2022
Q2 		$22K Hold
152
– – 0.01% 168
2022
Q1 		$25K Sell
152
-16,061
-99% -$2.59M 0.01% 185
2021
Q4 		$2.79M Buy
16,213
+1,204
+8% +$198K 0.75% 43
2021
Q3 		$2.31M Buy
15,009
+1,469
+11% +$234K 0.69% 52
2021
Q2 		$2.1M Sell
13,540
-2,609
-16% -$400K 0.58% 55
2021
Q1 		$2.38M Buy
16,149
+181
+1% +$25.7K 0.72% 50
2020
Q4 		$2.25M Buy
+15,968
New +$2.16M 0.69% 46
2020
Q1 		– Sell
-10,631
Closed -$1.32M – 301
2019
Q4 		$1.32M Buy
10,631
+10,415
+4,822% +$1.26M 0.53% 41
2019
Q3 		$25K Buy
216
+103
+91% +$12.2K 0.01% 149
2019
Q2 		$13K Sell
113
-411
-78% -$46.1K 0.01% 174
2019
Q1 		$57K Buy
524
+217
+71% +$22.9K 0.04% 110
2018
Q4 		$30K Sell
307
-1,300
-81% -$136K 0.02% 120
2018
Q3 		$177K Hold
1,607
– – 0.09% 56
2018
Q2 		$163K Buy
1,607
+491
+44% +$50K 0.07% 62
2018
Q1 		$113K Buy
+1,116
New +$116K 0.05% 81
2017
Q4 		– Sell
-821
Closed -$78K – 287
2017
Q3 		$78K Hold
821
– – 0.04% 97
2017
Q2 		$76K Buy
+821
New +$75.3K 0.03% 102
2015
Q3 		– Sell
-65
Closed -$5K – 300
2015
Q2 		$5K Hold
65
– – ﹤0.01% 262
2015
Q1 		$5K Hold
65
– – ﹤0.01% 250
2014
Q4 		$5K Hold
65
– – ﹤0.01% 248
2014
Q3 		$5K Buy
+65
New +$5.04K ﹤0.01% 249

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Riggs Asset Management's VIG Position: Q1 2024 in Review

Riggs Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 5 shares — an estimated $852 sold.

Riggs Asset Management first reported a position in VIG in Q3 2014 and held it in 25 quarters. The position peaked at $2.79M in Q4 2021. 2,044 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Riggs Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
  • Riggs Asset Management sold 5 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $852.
  • Riggs Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and held it in 25 quarters.
  • Riggs Asset Management's Vanguard Dividend Appreciation ETF position peaked at $2.79M in Q4 2021.
  • 2,044 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Riggs Asset Management's 13F filing for Q1 2024, filed 3 May 2024.