Aldebaran Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aldebaran Financial’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 Q2	–	Sell	-1,826	Closed	-$296K	–	89
2022 Q1	$296K	Hold	1,826	–	–	0.23%	72
2021 Q4	$314K	Hold	1,826	–	–	0.23%	70
2021 Q3	$280K	Sell	1,826 -42	-2%	-$6.69K	0.23%	72
2021 Q2	$290K	Sell	1,868 -223	-11%	-$34.2K	0.24%	70
2021 Q1	$308K	Sell	2,091 -44	-2%	-$6.26K	0.27%	65
2020 Q4	$301K	Buy	2,135 +1	+0%	+$136	0.28%	64
2020 Q3	$274K	Sell	2,134 -4	-0.2%	-$503	0.28%	66
2020 Q2	$251K	Sell	2,138 -5,004	-70%	-$570K	0.29%	71
2020 Q1	$738K	Sell	7,142 -83	-1%	-$9.9K	0.72%	54
2019 Q4	$901K	Sell	7,225 -4	-0.1%	-$484	0.68%	53
2019 Q3	$853K	Buy	+7,229	New	+$853K	0.57%	63

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

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

Aldebaran Financial's VIG Position: Q2 2022 in Review

Aldebaran Financial sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 1,826 shares — an estimated $296K sold.

Aldebaran Financial first reported a position in VIG in Q3 2019 and held it in 11 quarters. The position peaked at $901K in Q4 2019. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Aldebaran Financial reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Aldebaran Financial sold 1,826 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $296K.
Aldebaran Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and held it in 11 quarters.
Aldebaran Financial's Vanguard Dividend Appreciation ETF position peaked at $901K in Q4 2019.
1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Aldebaran Financial's 13F filing for Q2 2022, filed 1 Aug 2022.