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Andrew C. Karlinski’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Andrew C. Karlinski’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
-74
Closed -$11K – 376
2022
Q2 		$11K Hold
74
– – 0.02% 167
2022
Q1 		$12K Buy
+74
New +$11.9K 0.02% 161

Other funds holding VIG

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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

Andrew C. Karlinski's VIG Position: Q3 2022 in Review

Andrew C. Karlinski sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 74 shares — an estimated $11K sold.

Andrew C. Karlinski first reported a position in VIG in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

  • Andrew C. Karlinski reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 74 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $11K.
  • Andrew C. Karlinski first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 2 quarters.
  • Andrew C. Karlinski's Vanguard Dividend Appreciation ETF position peaked at $12K in Q1 2022.
  • 1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Andrew C. Karlinski's 13F filing for Q3 2022, filed 14 Nov 2022.