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

River 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
2024 Q1	–	Sell	-1,561	Closed	-$266K	–	219
2023 Q4	$266K	Buy	+1,561	New	+$251K	0.04%	181
2019 Q1	–	Sell	-193	Closed	-$19K	–	483
2018 Q4	$19K	Hold	193	–	–	0.01%	348
2018 Q3	$21K	Hold	193	–	–	0.01%	372
2018 Q2	$20K	Buy	+193	New	+$19.7K	0.01%	361

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

River Wealth Advisors's VIG Position: Q1 2024 in Review

River Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 1,561 shares — an estimated $266K sold.

River Wealth Advisors first reported a position in VIG in Q2 2018 and held it in 4 quarters. The position peaked at $266K in Q4 2023. 2,044 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

River Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
River Wealth Advisors sold 1,561 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $266K.
River Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and held it in 4 quarters.
River Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $266K in Q4 2023.
2,044 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on River Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.