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

Viridian 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
2022 Q1	–	Sell	-13,559	Closed	-$2.19M	–	35
2021 Q4	$2.33M	Buy	+13,559	New	+$2.23M	0.49%	36
2021 Q2	–	Hold	0	–	–	–	35
2021 Q1	–	Sell	-14,980	Closed	-$2.13M	–	32
2020 Q4	$2.12M	Hold	14,980	–	–	0.59%	33
2020 Q3	$1.93M	Hold	14,980	–	–	0.64%	32
2020 Q2	$1.75M	Sell	14,980 -125	-0.8%	-$14.2K	0.63%	30
2020 Q1	$1.56M	Hold	15,105	–	–	0.71%	25
2019 Q4	$1.88M	Hold	15,105	–	–	0.67%	24
2019 Q3	$1.81M	Hold	15,105	–	–	0.75%	23
2019 Q2	$1.73M	Buy	15,105 +2,025	+15%	+$227K	0.7%	25
2019 Q1	$1.43M	Hold	13,080	–	–	0.63%	25
2018 Q4	$1.28M	Hold	13,080	–	–	0.64%	27
2018 Q3	$1.45M	Buy	+13,080	New	+$1.41M	0.64%	21

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 $17.8B AUM 24.16% 1-Year Est. Return

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

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

Viridian RIA's VIG Position: Q1 2022 in Review

Viridian RIA sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2022, closing a stake of 13,559 shares — an estimated $2.19M sold.

Viridian RIA first reported a position in VIG in Q3 2018 and held it in 11 quarters. The position peaked at $2.33M in Q4 2021. 1,721 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

Viridian RIA reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 13,559 Vanguard Dividend Appreciation ETF shares in Q1 2022, an estimated $2.19M.
Viridian RIA first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and held it in 11 quarters.
Viridian RIA's Vanguard Dividend Appreciation ETF position peaked at $2.33M in Q4 2021.
1,721 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.