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

Southern 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
2023 Q1	$272K	Buy	1,766 +364	+26%	+$55.8K	0.11%	58
2022 Q4	$213K	Buy	+1,402	New	+$209K	0.09%	59

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 $15.5B AUM 18.35% 1-Year Est. Return

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

Southern Wealth Management's VIG Position: Q1 2023 in Review

Southern Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 26% in Q1 2023, buying an estimated $55.8K and bringing the position to 1,766 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #58.

Southern Wealth Management first reported a position in VIG in Q4 2022 and has held it in 2 quarters since. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Southern Wealth Management held 1,766 shares of Vanguard Dividend Appreciation ETF worth $272K as of Q1 2023.
Southern Wealth Management bought 364 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $55.8K.
Vanguard Dividend Appreciation ETF made up 0.11% of Southern Wealth Management's portfolio in Q1 2023, its #58 holding.
Southern Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 2 quarters since.
1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.