RPg Family Wealth Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RPg Family Wealth Advisory’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
2020 Q3	–	Sell	-380	Closed	-$44.8K	–	288
2020 Q2	$44.8K	Hold	380	–	–	0.03%	163
2020 Q1	$39.3K	Hold	380	–	–	0.03%	151
2019 Q4	$47.4K	Hold	380	–	–	0.03%	165
2019 Q3	$45.4K	Hold	380	–	–	0.03%	169
2019 Q2	$43.8K	Hold	380	–	–	0.03%	169
2019 Q1	$41.7K	Buy	+380	New	+$40.1K	0.02%	180
2018 Q1	–	Sell	-380	Closed	-$38.8K	–	289
2017 Q4	$38.8K	Hold	380	–	–	0.03%	151
2017 Q3	$36K	Hold	380	–	–	0.03%	162
2017 Q2	$35.2K	Hold	380	–	–	0.03%	195
2017 Q1	$34.2K	Hold	380	–	–	0.03%	171
2016 Q4	$32.4K	Buy	+380	New	+$32K	0.03%	149

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RPg Family Wealth Advisory's VIG Position: Q3 2020 in Review

RPg Family Wealth Advisory sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2020, closing a stake of 380 shares — an estimated $44.8K sold.

RPg Family Wealth Advisory first reported a position in VIG in Q4 2016 and held it in 11 quarters. The position peaked at $47.4K in Q4 2019. 1,247 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

RPg Family Wealth Advisory reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 380 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $44.8K.
RPg Family Wealth Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 11 quarters.
RPg Family Wealth Advisory's Vanguard Dividend Appreciation ETF position peaked at $47.4K in Q4 2019.
1,247 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2020, filed 10 Nov 2020.