Ruedi Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ruedi Wealth Management’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	Closed	-$170	–	273
2023 Q4	$170	Hold	1	–	–	﹤0.01%	241
2023 Q3	$155	Hold	1	–	–	﹤0.01%	218
2023 Q2	$162	Hold	1	–	–	﹤0.01%	220
2023 Q1	$154	Hold	1	–	–	﹤0.01%	251
2022 Q4	$152	Buy	+1	New	+$149	﹤0.01%	233

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ruedi Wealth Management's VIG Position: Q1 2024 in Review

Ruedi Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 1 share — an estimated $170 sold.

Ruedi Wealth Management first reported a position in VIG in Q4 2022 and held it in 5 quarters. The position peaked at $170 in Q4 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Ruedi Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Ruedi Wealth Management sold 1 Vanguard Dividend Appreciation ETF share in Q1 2024, an estimated $170.
Ruedi Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 5 quarters.
Ruedi Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $170 in Q4 2023.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Ruedi Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.