Tacita Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tacita Capital’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	-114	Closed	-$19.4K	–	225
2023 Q4	$19.4K	Buy	+114	New	+$18.3K	0.01%	177
2021 Q1	–	Sell	-52	Closed	-$7K	–	209
2020 Q4	$7K	Buy	+52	New	+$7.05K	﹤0.01%	183

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

Tacita Capital's VIG Position: Q1 2024 in Review

Tacita Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 114 shares — an estimated $19.4K sold.

Tacita Capital first reported a position in VIG in Q4 2020 and held it in 2 quarters. The position peaked at $19.4K in Q4 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Tacita Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Tacita Capital sold 114 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $19.4K.
Tacita Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 2 quarters.
Tacita Capital's Vanguard Dividend Appreciation ETF position peaked at $19.4K in Q4 2023.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Tacita Capital's 13F filing for Q1 2024, filed 14 May 2024.