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

Angeles 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 Q1	–	Sell	-4,403	Closed	-$756K	–	218
2021 Q4	$756K	Sell	4,403 -580	-12%	-$95.6K	0.04%	93
2021 Q3	$765K	Sell	4,983 -21,062	-81%	-$3.36M	0.04%	91
2021 Q2	$4.03M	Hold	26,045	–	–	0.25%	29
2021 Q1	$3.83M	Hold	26,045	–	–	0.3%	22
2020 Q4	$3.68M	Hold	26,045	–	–	0.37%	17
2020 Q3	$3.35M	Sell	26,045 -1,200	-4%	-$151K	0.42%	16
2020 Q2	$3.19M	Buy	27,245 +4,353	+19%	+$496K	0.45%	16
2020 Q1	$2.65M	Hold	22,892	–	–	0.71%	15
2019 Q4	$2.85M	Hold	22,892	–	–	0.57%	8
2019 Q3	$2.74M	Buy	22,892 +1,250	+6%	+$147K	0.59%	8
2019 Q2	$2.49M	Hold	21,642	–	–	0.61%	10
2019 Q1	$2.37M	Hold	21,642	–	–	2.25%	6
2018 Q4	$2.12M	Buy	+21,642	New	+$2.26M	1.84%	11

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 $15.5B AUM 18.35% 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

Angeles Investment Advisors's VIG Position: Q1 2022 in Review

Angeles Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2022, closing a stake of 4,403 shares — an estimated $756K sold.

Angeles Investment Advisors first reported a position in VIG in Q4 2018 and held it in 13 quarters. The position peaked at $4.03M in Q2 2021. 1,720 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

Angeles Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2022 after selling out during the quarter.
Angeles Investment Advisors sold 4,403 Vanguard Dividend Appreciation ETF shares in Q1 2022, an estimated $756K.
Angeles Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 13 quarters.
Angeles Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.03M in Q2 2021.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.