1834 Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

1834 Investment Advisors’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 Q3	–	Sell	-260	Closed	-$37K	–	440
2022 Q2	$37K	Hold	260	–	–	0.01%	292
2022 Q1	$42K	Sell	260 -130	-33%	-$21K	0.01%	257
2021 Q4	$67K	Sell	390 -140	-26%	-$23.1K	0.01%	252
2021 Q3	$81K	Hold	530	–	–	0.01%	244
2021 Q2	$82K	Hold	530	–	–	0.01%	245
2021 Q1	$78K	Hold	530	–	–	0.01%	246
2020 Q4	$75K	Hold	530	–	–	0.01%	247
2020 Q3	$68K	Hold	530	–	–	0.01%	248
2020 Q2	$62K	Sell	530 -624	-54%	-$71K	0.01%	233
2020 Q1	$119K	Hold	1,154	–	–	0.02%	211
2019 Q4	$144K	Buy	1,154 +530	+85%	+$64.1K	0.02%	213
2019 Q3	$75K	Sell	624 -486	-44%	-$57.3K	0.01%	252
2019 Q2	$128K	Buy	1,110 +4	+0.4%	+$449	0.02%	221
2019 Q1	$121K	Hold	1,106	–	–	0.02%	218
2018 Q4	$108K	Buy	1,106 +5	+0.5%	+$521	0.02%	219
2018 Q3	$122K	Buy	1,101 +3	+0.3%	+$322	0.02%	224
2018 Q2	$112K	Buy	1,098 +2	+0.2%	+$204	0.02%	215
2018 Q1	$111K	Hold	1,096	–	–	0.02%	206
2017 Q4	$112K	Buy	+1,096	New	+$108K	0.02%	226

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

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

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

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

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

HWM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

1834 Investment Advisors's VIG Position: Q3 2022 in Review

1834 Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 260 shares — an estimated $37K sold.

1834 Investment Advisors first reported a position in VIG in Q4 2017 and held it in 19 quarters. The position peaked at $144K in Q4 2019. 1,645 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

1834 Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 260 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $37K.
1834 Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $144K in Q4 2019.
1,645 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.