Ahrens Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$339K	Hold	2,204	–	–	0.17%	100
2022 Q4	$335K	Hold	2,204	–	–	0.15%	107
2022 Q3	$298K	Sell	2,204 -7,125	-76%	-$1.06M	0.16%	111
2022 Q2	$1.34M	Sell	9,329 -100	-1%	-$15.2K	0.59%	40
2022 Q1	$1.53M	Sell	9,429 -21	-0.2%	-$3.39K	0.48%	48
2021 Q4	$1.62M	Hold	9,450	–	–	0.72%	29
2021 Q3	$1.45M	Hold	9,450	–	–	0.69%	39
2021 Q2	$1.46M	Hold	9,450	–	–	0.68%	39
2021 Q1	$1.39M	Sell	9,450 -550	-6%	-$78.2K	0.7%	39
2020 Q4	$1.41M	Sell	10,000 -125	-1%	-$16.9K	0.76%	39
2020 Q3	$1.3M	Sell	10,125 -3,400	-25%	-$428K	0.87%	32
2020 Q2	$1.58M	Buy	13,525 +220	+2%	+$25K	0.96%	28
2020 Q1	$1.38M	Buy	+13,305	New	+$1.59M	0.99%	32

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Ahrens Investment Partners's VIG Position: Q1 2023 in Review

Ahrens Investment Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2023 at 2,204 shares worth $339K. The position accounts for 0.17% of the portfolio, ranked #100.

Ahrens Investment Partners first reported a position in VIG in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.62M in Q4 2021. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Ahrens Investment Partners held 2,204 shares of Vanguard Dividend Appreciation ETF worth $339K as of Q1 2023.
Ahrens Investment Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2023.
Vanguard Dividend Appreciation ETF made up 0.17% of Ahrens Investment Partners's portfolio in Q1 2023, its #100 holding.
Ahrens Investment Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 13 quarters since.
Ahrens Investment Partners's Vanguard Dividend Appreciation ETF position peaked at $1.62M in Q4 2021.
1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.