Trivant Custom Portfolio Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Trivant Custom Portfolio Group’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	-105	Closed	-$17.7K	–	194
2023 Q4	$17.7K	Buy	105 +2	+2%	+$322	0.01%	148
2023 Q3	$16K	Hold	103	–	–	0.01%	143
2023 Q2	$16.6K	Buy	+103	New	+$16.1K	0.01%	152

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

Trivant Custom Portfolio Group's VIG Position: Q1 2024 in Review

Trivant Custom Portfolio Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 105 shares — an estimated $17.7K sold.

Trivant Custom Portfolio Group first reported a position in VIG in Q2 2023 and held it in 3 quarters. The position peaked at $17.7K in Q4 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Trivant Custom Portfolio Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Trivant Custom Portfolio Group sold 105 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $17.7K.
Trivant Custom Portfolio Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and held it in 3 quarters.
Trivant Custom Portfolio Group's Vanguard Dividend Appreciation ETF position peaked at $17.7K in Q4 2023.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2024, filed 17 Apr 2024.