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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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