Rikoon Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rikoon 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
2021 Q1	$1.01M	Buy	6,854 +1,014	+17%	+$144K	0.27%	86
2020 Q4	$824K	Buy	5,840 +283	+5%	+$38.4K	0.23%	99
2020 Q3	$718K	Buy	5,557 +2,130	+62%	+$268K	0.22%	100
2020 Q2	$404K	Buy	3,427 +784	+30%	+$89.2K	0.13%	134
2020 Q1	$273K	Sell	2,643 -275	-9%	-$32.8K	0.11%	149
2019 Q4	$364K	Buy	2,918 +53	+2%	+$6.41K	0.13%	147
2019 Q3	$343K	Buy	2,865 +4	+0.1%	+$472	0.13%	149
2019 Q2	$330K	Sell	2,861 -16	-0.6%	-$1.79K	0.12%	152
2019 Q1	$317K	Sell	2,877 -500	-15%	-$52.7K	0.12%	151
2018 Q4	$331K	Buy	3,377 +3	+0.1%	+$313	0.14%	143
2018 Q3	$373K	Sell	3,374 -10	-0.3%	-$1.07K	0.13%	148
2018 Q2	$346K	Buy	3,384 +356	+12%	+$36.3K	0.13%	152
2018 Q1	$299K	Buy	+3,028	New	+$314K	0.12%	157

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Rikoon Group's VIG Position: Q1 2021 in Review

Rikoon Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q1 2021, buying an estimated $144K and bringing the position to 6,854 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #86.

Rikoon Group first reported a position in VIG in Q1 2018 and has held it in 13 quarters since. 1,441 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

Rikoon Group held 6,854 shares of Vanguard Dividend Appreciation ETF worth $1.01M as of Q1 2021.
Rikoon Group bought 1,014 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $144K.
Vanguard Dividend Appreciation ETF made up 0.27% of Rikoon Group's portfolio in Q1 2021, its #86 holding.
Rikoon Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 13 quarters since.
1,441 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.