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Rinet Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rinet Company’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
Q3 		$4M Buy
26,033
+166
+0.6% +$26.5K 0.75% 21
2021
Q2 		$4M Hold
25,867
– – 0.75% 19
2021
Q1 		$3.81M Buy
25,867
+21,795
+535% +$3.1M 0.78% 20
2020
Q4 		$575K Buy
+4,072
New +$552K 0.16% 22
2019
Q1 		– Sell
-23,114
Closed -$2.26M – 25
2018
Q4 		$2.26M Sell
23,114
-1,600
-6% -$167K 0.82% 9
2018
Q3 		$2.74M Sell
24,714
-150
-0.6% -$16.1K 1.01% 11
2018
Q2 		$2.53M Buy
+24,864
New +$2.53M 0.96% 12

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Wells Fargo
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return