USCA RIA’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

USCA RIA’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
2021 Q2	$1.49M	Buy	9,645 +1,660	+21%	+$255K	0.09%	256
2021 Q1	$1.17M	Buy	7,985 +105	+1%	+$14.9K	0.08%	278
2020 Q4	$1.11M	Buy	7,880 +1,000	+15%	+$136K	0.08%	228
2020 Q3	$885K	Buy	6,880 +3,800	+123%	+$478K	0.07%	218
2020 Q2	$361K	Buy	+3,080	New	+$351K	0.03%	325
2020 Q1	–	Sell	-2,241	Closed	-$279K	–	480
2019 Q4	$279K	Buy	2,241 +60	+3%	+$7.26K	0.03%	398
2019 Q3	$261K	Hold	2,181	–	–	0.03%	388
2019 Q2	$251K	Buy	+2,181	New	+$245K	0.03%	385
2015 Q3	–	Sell	-3,340	Closed	-$262K	–	392
2015 Q2	$262K	Buy	3,340 +240	+8%	+$19.4K	0.07%	277
2015 Q1	$249K	Buy	3,100 +50	+2%	+$4.06K	0.07%	284
2014 Q4	$248K	Buy	3,050 +50	+2%	+$3.95K	0.07%	273
2014 Q3	$231K	Buy	3,000 +250	+9%	+$19.4K	0.07%	276
2014 Q2	$214K	Buy	+2,750	New	+$210K	0.07%	267

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

USCA RIA's VIG Position: Q2 2021 in Review

USCA RIA increased its Vanguard Dividend Appreciation ETF (VIG) stake by 21% in Q2 2021, buying an estimated $255K and bringing the position to 9,645 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #256.

USCA RIA first reported a position in VIG in Q2 2014 and has held it in 13 quarters since. 1,477 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

USCA RIA held 9,645 shares of Vanguard Dividend Appreciation ETF worth $1.49M as of Q2 2021.
USCA RIA bought 1,660 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $255K.
Vanguard Dividend Appreciation ETF made up 0.09% of USCA RIA's portfolio in Q2 2021, its #256 holding.
USCA RIA first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 13 quarters since.
1,477 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.