Semus Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Semus Wealth 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
2024 Q1	–	Sell	-1,325	Closed	-$226K	–	139
2023 Q4	$226K	Sell	1,325 -212	-14%	-$34.1K	0.19%	110
2023 Q3	$239K	Buy	1,537 +202	+15%	+$32.7K	0.22%	98
2023 Q2	$217K	Sell	1,335 -41	-3%	-$6.42K	0.2%	105
2023 Q1	$212K	Buy	1,376 +3	+0.2%	+$460	0.23%	105
2022 Q4	$208K	Buy	+1,373	New	+$205K	0.25%	102

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

Semus Wealth Partners's VIG Position: Q1 2024 in Review

Semus Wealth Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 1,325 shares — an estimated $226K sold.

Semus Wealth Partners first reported a position in VIG in Q4 2022 and held it in 5 quarters. The position peaked at $239K in Q3 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Semus Wealth Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Semus Wealth Partners sold 1,325 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $226K.
Semus Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 5 quarters.
Semus Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $239K in Q3 2023.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Semus Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.