Tiller Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tiller Private Wealth’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	-1,871	Closed	-$319K	–	48
2023 Q4	$319K	Sell	1,871 -176	-9%	-$28.3K	0.16%	39
2023 Q3	$318K	Hold	2,047	–	–	0.17%	36
2023 Q2	$332K	Sell	2,047 -79	-4%	-$12.4K	0.18%	35
2023 Q1	$328K	Sell	2,126 -55	-3%	-$8.43K	0.18%	33
2022 Q4	$331K	Hold	2,181	–	–	0.2%	34
2022 Q3	$295K	Buy	2,181 +1	+0%	+$149	0.19%	40
2022 Q2	$313K	Buy	2,180 +20	+0.9%	+$3.04K	0.19%	42
2022 Q1	$350K	Buy	+2,160	New	+$348K	0.2%	36

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Tiller Private Wealth's VIG Position: Q1 2024 in Review

Tiller Private Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 1,871 shares — an estimated $319K sold.

Tiller Private Wealth first reported a position in VIG in Q1 2022 and held it in 8 quarters. The position peaked at $350K in Q1 2022. 2,043 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Tiller Private Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Tiller Private Wealth sold 1,871 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $319K.
Tiller Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 8 quarters.
Tiller Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $350K in Q1 2022.
2,043 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

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