Rowlandmiller & Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rowlandmiller & Partners’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
2023 Q1	–	Sell	-2,494	Closed	-$379K	–	183
2022 Q4	$379K	Hold	2,494	–	–	0.09%	107
2022 Q3	$337K	Buy	2,494 +144	+6%	+$21.4K	0.09%	107
2022 Q2	$337K	Hold	2,350	–	–	0.09%	110
2022 Q1	$381K	Sell	2,350 -215	-8%	-$34.7K	0.09%	108
2021 Q4	$441K	Buy	2,565 +1,165	+83%	+$192K	0.1%	110
2021 Q3	$164K	Sell	1,400 -900	-39%	-$143K	0.06%	127
2021 Q2	$356K	Hold	2,300	–	–	0.09%	113
2021 Q1	$338K	Hold	2,300	–	–	0.09%	112
2020 Q4	$325K	Buy	2,300 +900	+64%	+$122K	0.09%	110
2020 Q3	$145K	Hold	1,400	–	–	0.06%	125
2020 Q2	$164K	Hold	1,400	–	–	0.06%	127
2020 Q1	$145K	Buy	1,400 +295	+27%	+$35.2K	0.06%	125
2019 Q4	$138K	Buy	+1,105	New	+$134K	0.04%	135

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Rowlandmiller & Partners's VIG Position: Q1 2023 in Review

Rowlandmiller & Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 2,494 shares — an estimated $379K sold.

Rowlandmiller & Partners first reported a position in VIG in Q4 2019 and held it in 13 quarters. The position peaked at $441K in Q4 2021. 1,780 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Rowlandmiller & Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
Rowlandmiller & Partners sold 2,494 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $379K.
Rowlandmiller & Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 13 quarters.
Rowlandmiller & Partners's Vanguard Dividend Appreciation ETF position peaked at $441K in Q4 2021.
1,780 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Rowlandmiller & Partners's 13F filing for Q1 2023, filed 25 Apr 2023.