Baldrige Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Baldrige Asset Management’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	$407K	Buy	2,642 +74	+3%	+$11.3K	0.17%	76
2022 Q4	$390K	Buy	2,568 +65	+3%	+$9.69K	0.17%	79
2022 Q3	$338K	Hold	2,503	–	–	0.16%	85
2022 Q2	$359K	Hold	2,503	–	–	0.16%	83
2022 Q1	$406K	Sell	2,503 -36	-1%	-$5.81K	0.17%	81
2021 Q4	$436K	Buy	2,539 +1	+0%	+$165	0.17%	73
2021 Q3	$390K	Buy	2,538 +2	+0.1%	+$319	0.16%	74
2021 Q2	$393K	Sell	2,536 -52	-2%	-$7.98K	0.17%	74
2021 Q1	$381K	Buy	2,588 +1	+0%	+$142	0.21%	67
2020 Q4	$365K	Buy	2,587 +11	+0.4%	+$1.49K	0.22%	69
2020 Q3	$331K	Buy	2,576 +1	+0%	+$126	0.22%	68
2020 Q2	$302K	Buy	2,575 +545	+27%	+$62K	0.23%	67
2020 Q1	$210K	Buy	+2,030	New	+$242K	0.18%	69

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

Baldrige Asset Management's VIG Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.9% in Q1 2023, buying an estimated $11.3K and bringing the position to 2,642 shares worth $407K. The position accounts for 0.17% of the portfolio, ranked #76.

Baldrige Asset Management first reported a position in VIG in Q1 2020 and has held it in 13 quarters since. The position peaked at $436K in Q4 2021. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Baldrige Asset Management held 2,642 shares of Vanguard Dividend Appreciation ETF worth $407K as of Q1 2023.
Baldrige Asset Management bought 74 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $11.3K.
Vanguard Dividend Appreciation ETF made up 0.17% of Baldrige Asset Management's portfolio in Q1 2023, its #76 holding.
Baldrige Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 13 quarters since.
Baldrige Asset Management's Vanguard Dividend Appreciation ETF position peaked at $436K in Q4 2021.
1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.